Emerging Market Volatility: It’s More Than Just Turkey
Investors in emerging-market (EM) stocks have taken a big hit as Turkey’s crisis has escalated. But a closer look inside…
Auto Tariffs And Potential Havoc On The Global Economy
From steel to engines to whole cars, tariffs are shifting the playing field for automakers. Our credit analysis suggests there…
Venezuela Remains On Path To Collapse
In August, Venezuelan president Nicolás Maduro announced new measures to improve the economy of his country. Venezuela, by many accounts has…
EM Contagion Risks Rising Ahead Of Brazil Election
The leading presidential candidate in Latin America’s largest economy finds himself in a awkward place for a political revival: the…
Fragile Economy, Politics, Hitting Nigerian Banks
Nigerian banks are struggling to find quality borrowers in an economy marred by political uncertainty. Rising political tensions heading into…
SAP Africa On Leading A Digital Transformation
The future is imminent and the future is now, says global technology enterprise provider, SAP. Kicking off South Africa’s premier…
Renminbi In Crosshairs Amid Trade War Rhetoric
The trade war between Washington and Beijing has tipped China’s currency onto a path of destabilization. If hostilities escalate, China…
Turkey Contagion: How Deep Can It Get?
The Turkish lira has dropped 35% as of August 16, putting pressure on inflation as well as the country’s debt-heavy…
South Africa: Ramaphosa’s Challenges Loom Large
Earlier this year, new South African President Cyril Ramaphosa announced plans to attract 1 trillion rand (ZAR) in foreign long-term…
Mexican Election Brings Energy, Trade Into Focus
President-elect eyes expansion of refining capacity and gas production. Andrés Manuel López Obrador decisively won the Mexican presidential election on July…
A Hard Landing Looms As Erdogan Doubles Down
As Turkey Reels, Erdogan Digs In It seems that rather than offer any orthodox policy solutions, Turkish President Erdogan is…
IMF’s Rallying Cry For South Africa Overlooks An Imminent Threat
South Africa was once at the forefront of Africa’s ‘lion economies’. The results since then have underwhelmed with weak growth,…
