China’s Appetite For Soybeans, Corn Remains Robust
China’s accelerating imports of American corn and soybeans in 2020 has continued this year. Understanding whether this marks a long-term…
Market Mapping: Seizing Emerging Market Opportunities
Whether you are a business looking to expand or an investor sourcing new ventures, emerging markets provide unique opportunities for…
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…
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…
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…
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…
‘Extreme’ Resilience Test Ahead For African Financial Markets
The coronavirus pandemic and its economic impact will pose an “extreme test of resilience” for African countries’ developing financial markets,…
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.…
Brazil Has Become The World’s Top Soybean Producer
Throughout the 20th century, the United States was the largest global exporter of most grains and oilseeds, including corn, wheat, and…
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…
