There are 12 item(s) tagged with the keyword "Emerging Markets Equities".
Displaying: 1 - 10 of 12
July (and the early days of August, up until this piece was written) has seen significant volatility in global financial markets, including emerging markets. The main cause of this is a combination of softer US economic data coinciding with an increase in policy interest rates in Japan. This has led to multiple dislocations in fixed interest and currency markets, as carry trades (funding in a low-yielding currency to invest in a higher-yielding currency) were aggressively unwound, in turn causing a rapid risk-off move across most global financial markets.
From lithium to gold, we delve into commodities’ current trends and dynamics, offering insights into the forces shaping markets.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.
As an asset class, emerging equity markets are substantially driven by two broad global drivers: global end-demand and trade, and US dollar interest rates and liquidity. While individual markets will have their own business and credit cycles and political environments, these are always interacting with the main global drivers. One of the challenges for investors in the asset class at the present time is the differing signals these are sending.
Remittances have been the largest source of external finance flows to developing countries ex-China
Rates in Mexico and Brazil are coming down. Despite cautious guidance, we believe further cuts will be ahead of consensus
As investors move away from China, we look at some interesting alternatives
The UAE has made major strides in diversifying its economy away from hydrocarbons, leveraging astute diplomacy to develop global services and property sectors
The world in 2024 sees possibly the highest concentration of elections in modern history.
How China's Slowdown Is Reverberating Across Emerging Markets
Displaying: 1 - 10 of 12