Argentina Higher Investments, Softer Growth To Hinder Latin America’s Telecom’s Sector The Latin American telecommunications industry is changing to negative, from stable, “as companies will need to resume investments in 2021… 08.11.2020 Emerging Market Views
Latin America Latin America & Brazil: The Week Ahead Mexico reports June trade Monday. Second-quarter GDP will be reported Thursday, which is expected to contract -21.2 percent y/y vs.… 07.27.2020 Emerging Market Views
Emerging Markets COVID-19 Could Deliver Positive Changes To Emerging Markets Emerging markets (EM) are at a crossroads. The impact of COVID-19 aggravates pre-existing challenges. But it also enables those EM… 07.13.2020 Adriaan du Toit
International Monetary Fund IMF Deal Prompts Ukraine Upgrade, Investor Confidence May Follow Moody’s Investors Service (“Moody’s”) on June 12 upgraded the Government of Ukraine’s long-term issuer and senior unsecured ratings to B3… 06.16.2020 Claire Meier Underhill
Latin America COVID-19 Sends Costa Rica Into Recession Moody’s Investors Service this month changed the outlook on the Government of Costa Rica’s ratings to negative from stable. In addition, the agency… 06.04.2020 Emerging Market Views
Emerging Markets Trade Views: Covid-19 Losses Equivalent To A Return To 1994 Tariffs It is expected that by June, nearly all countries should have lifted their generalized “lockdowns.” However, after a 22.5 percent… 05.26.2020 Emerging Market Views
Commodities COVID-19: A Threat To The Global Uranium Supply Uranium futures is one of the few contracts that has experienced price gains in recent weeks, as the economic impact… 05.14.2020 Owain Johnson
oil The Oil Market Crisis Is Just Getting Started The oil market is going to run out of available storage due to the demand collapse caused by the coronavirus… 05.05.2020 Paul Horsnell
OPEC OPEC+ Production Compounds Economic Impact Of COVID-19 Pandemic The close-to 10 million barrels per day cut in oil production agreed to by major oil-producing nations will likely not… 04.22.2020 Brai Odion-Esene
India COVID-19: How India Is Managing Its Financial Markets Policy approach echos steps taken by market peers around the world. The Reserve Bank of India (RBI) has announced a… 04.06.2020 Anubhuti Sahay
Frontier Markets Could Vietnam Be Ready To Fill China’s Supply Chain Gaps? When we traveled to Vietnam in late December, the first novel coronavirus cases hadn’t even been reported in China. Now,… 03.31.2020 Min Zhou
Emerging Markets Emerging Markets: Where Next For Economic Development, ESG and FDI? With a correction taking hold of financial markets that near bear territory, some form of global recession is seemingly all… 03.14.2020 Robert Quartly-Janeiro