Opinion Archives

Taper Tantrum 2.0: Beware the TUCKANS

A year into the Covid-19 pandemic, the global economy faces an ever-increasing risk of balance of payments crises’. In fact,…

05.03.2021 Ludovic Subran

Opinion

Asia’s Evolving Landscape Is Fueling The Global Recovery

Asia’s fast-changing landscape is fuelling the global recovery, providing exciting opportunities for businesses that can act decisively. Every day, we…

02.10.2021 Benjamin Hung

Sustainability

Sustainability: Investor Education Can Lead To Long-Term, Resilient Growth

A conversation with a client two years ago had sparked me to rethink how financial institutions should be responding to…

10.28.2020 Didier von Daeniken

ASEAN

ASEAN’s Fundamentals Are Attractive Amid COVID-19

It’s been a challenging few years for companies operating internationally. Trade barriers have increased due to disruptions such as the…

08.05.2020 Chow Wan Thonh

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

China

China’s Debt Relief To Support Liquidity In Stressed Emerging Markets

China’s debt relief efforts have the potential to add support to a number of emerging markets (EMs) under pressure from…

06.25.2020 Jan Friederich

South Africa

South Africa Downgrade Was No Surprise

Investors in South Africa knew the country’s investment-grade rating was living on borrowed time. Action taken on South Africa by…

04.09.2020 Claire Meier Underhill

Analysis

Lebanon’s Economy: To Avoid An Implosion

Lebanon’s public debt now stands at 166 percent of GDP, 37 percent of which is denominated in foreign currency. The…

03.07.2020 Dr. George T. Abed

Opinion

There Will Be No Going Back: Wall Street’s Confounding Optimism Over An Elusive Trade Deal With China

A sharp disconnect is emerging between America’s economic reality and Wall Street’s curiously blind optimism about the future, reflected in…

12.02.2019 Pedro Nicolaci da Costa

Opinion

Opinion: Are We Truly Capitalists?

The version of capitalism that has dominated global markets for the last half-century is being rightfully questioned as never before.…

10.04.2019 Bertrand Piccard

Markets

G20 2019: Market Experts Weigh In

As the 2019 G20 summit kicks off, Emerging Market Views learned what market experts are thinking (and saying) about US…

06.28.2019 Emerging Market Views

India

Elections, Financial Services and Commodities: A Postcard From India

India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked…

05.24.2019 Jia Zhang

Opinion

Africa Needs Better Informed Angels

Taper Tantrum 2.0: Beware the TUCKANS

Asia’s Evolving Landscape Is Fueling The Global Recovery

Sustainability: Investor Education Can Lead To Long-Term, Resilient Growth

ASEAN’s Fundamentals Are Attractive Amid COVID-19

COVID-19 Could Deliver Positive Changes To Emerging Markets

China’s Debt Relief To Support Liquidity In Stressed Emerging Markets

South Africa Downgrade Was No Surprise

Lebanon’s Economy: To Avoid An Implosion

There Will Be No Going Back: Wall Street’s Confounding Optimism Over An Elusive Trade Deal With China

Opinion: Are We Truly Capitalists?

G20 2019: Market Experts Weigh In

Elections, Financial Services and Commodities: A Postcard From India

BRICS

The Shifting Landscape of Shanghai’s Gold Market

China’s Focus On Low Emissions Could Affect Industrial Metals

China’s Appetite For Soybeans, Corn Remains Robust

Asia Is On An Oil Buying Spree

China On Track To Be World’s Largest Oil Refiner in 2021

MINT

Select Group Of EM Sovereigns Seeing Rating Upgrades

Taper Tantrum 2.0: Beware the TUCKANS

Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk

‘Extreme’ Resilience Test Ahead For African Financial Markets

Higher Investments, Softer Growth To Hinder Latin America’s Telecom’s Sector

FRONTIER

Keppel To Divest Logistics

Africa Needs Better Informed Angels

China’s Focus On Low Emissions Could Affect Industrial Metals

Select Group Of EM Sovereigns Seeing Rating Upgrades

Market Mapping: Seizing Emerging Market Opportunities

Opinion

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BRICS

MINT

FRONTIER