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…
Can Emerging Market Equities Bounce Back?
A Wall Street Journal (WSJ) blog on Wednesday warned that the emerging-market (EM) trade is under threat. But market analysts think investors shouldn’t be…
A New Era Of Market Volatility
“Say Goodbye To The Goldilocks Investment Landscape” We are entering a new era of market volatility. Equity and bond investors…
The Next 12 Months For Global Investors
Emerging market opportunities for global investors in 2018.
ING, Bloomberg Launch Emerging Market Indices
Dutch investment bank ING this week announced the launch of a new proprietary global emerging markets indices, aimed at “giving…
A Closer Look At China’s Reserves
China’s FX reserves data for June, released on July 7th, clearly suggest that capital outflows may be picking up. Adjusting…
China: Equities Bull Market Is Back
Highs, Lows, And Return Of A Bull Market China’s equity markets have been on a wild ride in recent years.…
Russian FX: Executive View On Ruble, Oil
Russian FX Executives See Correlation Between Ruble And Oil Price A September survey carried out in Moscow by Bloomberg shows…
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…
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…
