Turkey’s Renewable Energy Ambitions Will Require A Boost From Coal
Turkey is not short of ambition when it comes to infrastructure projects. In October 2018, it opened the world’s largest…
Emerging Markets: What To Watch This Week
South Africa reports September money and credit data Monday. Both are expected to slow from August. Third quarter unemployment will be…
Emerging Markets Equities: How Low Will They Go?
Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be…
Islamic Finance A Potential Boost For Gold’s ‘Safe Haven’ Status
Gold has long been viewed as a safe-haven play, but despite recent geopolitical turmoil and market fluctuations, the precious metal…
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…
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…
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…
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…
Emerging Market Debt: Brace For Volatility And Opportunity
Summer is just beginning, but emerging-market (EM) bonds and currencies have been on a roller-coaster ride for months now. In…
Emerging Markets: Can They Defy A Strong Dollar?
Turkey’s currency crisis has spooked emerging-market (EM) investors, especially amid growing concern about the strengthening US dollar. We think countries…
As Turkish Currency Reels, Erdogan Seeks To Maintain Grip On Power
As Turkey prepares for its general election on June 24th, its economy and free-falling currency is what global investors have…
Turkish Referendum May Lead To Economic Reform
Turkey’s constitutional referendum is part of a political shift that has been negative for the country’s sovereign credit profile, but…
