After Emerging Market Default, Sovereign Ratings Follow A Diverse Recovery
The path of sovereign ratings after default is diverse, ranging from serial defaults to recovery to investment grade. Overall, the…
Prince Street’s Halpert Goes Deep On “Digital Decolonization”
The term “Digital Decolonization” is one that continues to gain ground within institutional investing, primarily among those with an eye…
China’s Appetite For Meat Continues To Strengthen
Despite the impact of COVID-19 and African swine fever, China’s appetite for meat is showing no sign of slowing down.…
China’s Carbon Neutrality Bill Could Top $5 Trillion
New analysis from global energy consultancy Wood Mackenzie (WoodMac) shows more than US$5 trillion of investments would be needed for…
Zambia’s Fundamentals To Remain “Weak”
Zambia‘s very weak credit profile (Ca stable) reflects “unsustainable debt dynamics and heightened liquidity,” Moody’s Investor Service said this month.…
China’s Switch To Renewables Will Drive Copper Demand
Copper prices have rebounded strongly since hitting an 11-year low in March. After briefly trading below $2 per pound, the…
IMF Extends A Lifeline To Ecuador
The International Moneatry Fund (IMF) and the Ecuadorian authorities on August 28 announced they have reached a staff-level agreement to…
Dubai Financial Market Welcomes New ETF
Abu-Dhabi-based asset management firm Chimera Capital LLC, a subsidiary of Chimera Investments LLC, this week launched its Umbrella Exchange Traded…
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…
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.…
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…
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…
