EMerging Equity
Colombia
How A U.S. President And JP Morgan Made Panama: And Turned It Into A Tax Haven
In 1903 the US bullied Colombia into giving up the province that became Panama. The plan was to create a nation to serve the interests of Wall Street This goes back a long way. The Panamanian state was originally created to function on behalf of the rich and self-seeking of this world – or rather … Continue reading
Latin America – Seven Ugly Sisters In Deep Political Trouble
By Eugen von Böhm-Bawerk Get beyond endless Latin American headlines burning column inches and you come to far broader strategic conclusion: The seven ‘ugly Latino sisters’, namely Brazil, Venezuela, Ecuador, Bolivia, Colombia, Mexico and Argentina are all deep political trouble from collapsed benchmark prices. It’s merely a case of who’s in more advanced states of political … Continue reading
Emerging Markets: What Has Changed This Week?
By Marc Chandler, Marc to Market Blog 1) PBOC appears to have confirmed a somewhat easier monetary stance 2) Malaysian Prime Minister Najib is consolidating his grip on power 3) Hungarian central bank Vice Governor Nagy hinted at more rate cuts 4) Press reports suggest South African Finance Minister Gordhan threatened to resign last week 5) Brazil … Continue reading
Emerging Markets Feeling The Heat From S&P
Emerging market economies are feeling the sting amid an oil price crisis and a slowdown in global growth which is battering economies, markets, and companies; alongside political risk these factors are eroding creditworthiness, which has lead to a spate of downgrades from ratings firm Standard & Poor’s (S&P). S&P has been the first ratings firm to downgrade sovereign debt from Saudi Arabia to Poland so far this year. On February 17, … Continue reading
Colombian Government Considers Granting Asylum To Venezuelan President Maduro
Colombian lawmaker Maria Fernanda Cabal has said that the Colombian government is considering the possibility of granting asylum to Venezuelan President Nicolás Maduro and his family, Venezuela’s El Nacional reports. According to Cabal, the Union of South American Nations (UNASUR) is trying to find a safe place for Maduro should he get pushed out of office. Maduro … Continue reading
What To Expect In Latin America In 2016
By Daniel Lemaitre Economic decline in dominant industries, worsening security in major urban centers, and high profile corruption accusations will continue to hinder development in Latin America in 2016. In the Latin American context, 2015 can be catalogued as a year of political renovation. The United States and Cuba officially restarted bilateral diplomatic relations; Guatemala … Continue reading
Emerging Markets: Preview Of The Week Ahead
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) EM starts the week on a soft footing. The repercussions of the attacks in Paris are still unclear, but the dollar’s rise against the majors continues and is likely to keep it bid against EM currencies as well. Equity markets continue … Continue reading
Divergence Update: Global Monetary Policy Cycles
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) The global investment environment continues to be driven largely by divergences in central bank policies. This holds true not just across Developed Markets, but Emerging Markets as well. We thought it would be helpful to summarize our expectations of central bank … Continue reading
Emerging Markets: Preview Of The Week Ahead
By Marc Chandler, Marc to Market Blog (from my colleagues Dr. Win Thin and Ilan Solot) EM starts the week on a mixed footing. Turkey is the star performer from the surprise result of the elections that ended the period of political uncertainty, but there was limited spill over to other EM markets. Energy prices are still … Continue reading
Financing Peace: The Colombian Economy After The FARC
By Martin De Angelis While the historic agreement in Colombia will open the doors to long-term economic development, the political environment will pose key challenges to the administration. The message Colombian President Juan Manuel Santos conveyed at the United Nations Plenary Session was clear: peace will yield social and economic dividends. This comes days after sealing … Continue reading
Follow Us On Social Media
Our Discussion Groups
Our Social Media Readers
