EMerging Equity
Turkey
Turkey’s New Central Bank Governor Must Walk Political Minefield
By Iain MacGillivray Turkey’s former Central Bank Governor Erdem Başçi has bowed out from his position after five years in the job, leaving behind an interesting financial legacy amid growing political pressure from the ruling government. While Başçi managed to keep the Palace at bay and interference minimal, the appointment of his successor Murat Çetinkaya, a … Continue reading
The Calm Before The Coming Global Storm
By Pepe Escobar Major turbulence seems to be the name of the game in 2016. Yet the current turbulence may be interpreted as the calm before the next, devastating geopolitical/financial storm. Let’s review the current state of play via the dilemmas afflicting the House of Saud, the EU and BRICS members Russia, Brazil and China. … Continue reading
Emerging Markets: What Has Changed This Week?
By Marc Chandler, Marc to Market Blog China’s central bank may be leaning less dovish Turkey has a new central bank governor Argentina issued external debt for the first time since it defaulted 15 years ago Brazil’s lower house voted to impeach President Rousseff by a 367-137 vote In the EM equity space, Russia (+2.7%), Indonesia (+1.9%), … Continue reading
Mark Mobius: Emerging Markets Q1 2016 Recap – A Turn In Fortunes
By Mark Mobius, Templeton Emerging Markets Group The Templeton Emerging Markets Group has a wide investment universe to cover—tens of thousands of companies in markets on nearly every continent! While we are bottom-up investors, it helps to have some big-picture context. Here, I outline what’s happened in the emerging markets universe in the first three months of … Continue reading
Emerging Markets: What Has Changed This Week?
By Marc Chandler, Marc to Market Blog Bank Indonesia will use the 7-day reverse repo rate as its new benchmark policy rate The ruling party in South Korea unexpectedly lost parliamentary elections The Monetary Authority of Singapore eased monetary policy to recession settings Turkey has nominated its next central bank chief The Brazilian special lower house committee … Continue reading
Iran’s $10 Billion Mega Canal Could Be Game Changer In Global Trade Routes
The prospects for the creation of a navigable canal between the Caspian Sea and the Persian Gulf are currently being reviewed by Iran and Russia, Mehdi Sanaei, Iran’s ambassador to Russia, said last Friday at a meeting with students at the St. Petersburg State University. Intensified discussions on the possibility of a ‘trans-Iranian’ canal began in 2012, when then-Energy Minister Majid Namjoo told Fars news agency … Continue reading
Hybrid War, From Palmyra To Panama
By Pepe Escobar The Panama Papers, stripped to the bone, may reveal themselves, as I have argued, essentially as an infowar operation initiated by the NSA – which would conveniently target mostly Global South “enemies” (as in the BRICS nations) and selected, disposable, Western pawns. In its current stage, the Panama Papers have morphed into a weaponized … Continue reading
Welcome To Shenzhen, China — Home To The Planet’s Fastest Rising House Prices
House prices in Shenzhen, the city which is a hub for technology hardware and known as China’s Silicon Valley, soared by almost 50% last year – the fastest growth in residential property prices worldwide. A new survey puts two Chinese cities – Shenzhen and Shanghai – in the top five fastest-growing property markets despite the … Continue reading
The Militarization Of The Middle East In Numbers
By Jeff Desjardins, Visual Capitalist The global arms trade is huge. While it’s hard to pin down an exact value of arms transfers, the Stockholm International Peace Research Institute estimates that the number was at least $76 billion in 2013, with the caveat that it is likely higher. The volume of transfers have been trending upwards now … Continue reading
The New Silk Roads And The Rise Of The ‘Chinese Dream’
By Pepe Escobar Beijing is advancing a Chinese-led globalization that will challenge U.S. hegemony both regionally and globally. Earlier last week, the first Chinese commercial train, with 32 containers, arrived in Tehran after a less than 14-day journey from the massive warehouse of Yiwu in Zhejiang, eastern China, crossing Kazakhstan and Turkmenistan. This is a 10,400 … Continue reading
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