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,…
Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk
A long tail of smaller and low-rated frontier markets is more exposed to rising US bond yields than larger mainstream…
China Turning To US To Meet Soybean Demand
Brazil is still forecast to reap a record 133 million metric tons of soybeans this season, and overall world demand…
Angola’s Headwinds: Low Oil, Large External Debt
Low oil prices, rapid currency depreciation, and large external debt redemptions have raised concerns over Angola’s debt sustainability in the…
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…
The Evolution Of China’s Commodities Markets
Trading volumes on China’s derivatives exchanges have been on an upward trajectory, as investors there become more familiar with futures…
ENI Uncovers Fresh Oil In Egypt’s Western Desert
The new discovery adds 10,000 barrels of oil per day to the current Concession production. Milan-based multinational oil and gas…
Russia’s Growth Potential Remains Low
Moody’s Investors Service this month announced Russia’s (Baa3 stable) credit profile as being supported by its “robust government balance sheet, large…
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.…
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…
