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…
Indonesia Data As Expected, EM Currencies At Risk
As expected, GDP for Indonesia, one of the world’s most populous nations, came is softer year-over-year. The uptick in third-quarter…
The Impact Of Fed Rate Hikes On Gulf Economies
As the global economy hits pause on growing concerns about reduced trade activity in the coming year and weak macro…
‘Trade Wars’ And Potential Impact On The US Economy
Aluminum. Cars. Solar panels. It’s hard to track the tariffs without a scorecard. As headlines continue to swirl, many investors…
Despite Lagging Growth, Global Economy Forging Ahead
Ending 2017 On Positive Footing The global economy is heading into the year-end relatively strong. Growth is higher than in…
Philippine Peso To Top Asian Currencies In 2016: Bloomberg
Peso Expected To Be Asia’s Top Performer Of 2016 The latest survey carried out by Bloomberg shows executives in the…
Emerging Markets Will Rebound From “Brexit”
Our [Standard Chartered] big theme for 2016 is retreat, regroup, rebound. We expected emerging markets to come under pressure early in…
Ashmore: Emerging Markets Now a “Global Trade”
Emerging Markets: The Big Global Trade The big “global trade” of the moment is the emerging markets. In a published…
Zandi: Collapse in Commodities Has “Crushed” Some Emerging Markets
The slide in emerging markets carried over into 2016 and showed little sign of slowing as a decline commodities rattled…
China’s Currency Now Part of Global “Basket”
At a dinner four years ago, I sat opposite a senior official of the New York Federal Reserve, and was…
