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Unpacking The Bond Surge And Slump In Emerging Markets
The volatility that’s now shaking the global financial system seems likely to have some of its most profound effects on the world’s emerging markets and developing economies (EMDEs). As policymakers seek to ride out the late-summer storm, it’s more vital than ever for economists and investors to understand how and why those economies got into … Continue reading
Emerging Market Outflows Continue Bleeding
Emerging Market (EM) fixed-income funds saw: the 2nd-largest weekly outflow recorded at $4.2 billion in the week ending Aug. 26, and overall EM net outflows of $10.5 billion in the past week are the largest since early 2008, Dimitra DeFotis from Barron’s reports. According to Morgan Stanley: Outflows have sharply accelerated in recent weeks and emerging market … Continue reading
Will JPMorgan Remove Nigeria From Its EM Bond Index?
“JPMorgan Chase & Co. extended a deadline to decide whether to remove Nigeria from its emerging market bond indexes tracked by more than $200 billion of funds, as a new government in Africa’s biggest economy settles in,” Bloomberg reports. Back in January this year, JPMorgan said it would assess Nigeria’s suitability to remain in a … Continue reading
Investors Start To Panic As A Global Bond Market Crash Begins
Is the financial collapse that so many are expecting in the second half of 2015 already starting? By Michael Snyder Many have believed that we would see bonds crash before the stock market crashes, and that is precisely what is happening right now. Since mid-April, the yield on 10 year German bonds has shot up … Continue reading
Six Financial Sector Challenges For Emerging And Developing Economies
The relatively weak economic growth outlook, particularly for emerging and developing economies (EMDE), provides an important backdrop for the financial challenges that some of them currently face. By Erik Feyen Recently, financial volatility returned because of various concerns in the marketplace – including (just to name a few) shifting expectations of the shape of the … Continue reading
Emerging Market Corporate Bonds Face Increased Volatility, Liquidity Squeeze, Fitch Warns
Emerging market (EM) corporate bonds have been dealing with a surging U.S. dollar, a collapse in global energy prices, and a likely hike in U.S. interest rates, which are underscoring growing liquidity risks, according to a new report from Fitch Ratings published on Thursday. The rapid appreciation of the U.S. dollar, potential hikes in U.S. interest rates later in 2015 and the … Continue reading
2015 Economic Outlooks: Goldman Sachs
Here are the latest 2015 economic outlooks by Goldman Sachs for U.S., Japan, Europe, Asia, Emerging Markets, Latin America and China. The EMerging Equity Team would like to take this opportunity and wish all our loyal readers a Happy and Prosperous New Year! We hope your 2015 investment decisions are going to be more accurate … Continue reading
What Has Changed in EM This Week
Indonesia’s recently elected President Jokowi is facing his first major popular challenge Turkey raised the daily dollar auction amount from $20 mln to $40 mln There are signs of some growing concern over currency weakness in Mexico Brazil central bank chief Tombini is already changing the tune from the statement of the last COPOM meeting … Continue reading
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