emerging markets

Covid-19

Covid-19 might inspire experiments with capital controls, says Citi’s Lubin

Experiments with capital controls, in other words, are probably a step closer to us, says Lubin

Oil & Gas

Markets brace for the worst as oil politics fuels panic in virus-hit economy

As regional oil producers, Indonesia and Malaysia are likely to be in the firing line, with Singapore’s “huge” petrochemical industry taking a hit as well.

Global Economy

Less intrusive trade agreements today may do more for trade tomorrow

Toward the end of the last decade, globalisation – the lowering of barriers to cross-border flows of goods, services, investment, and information – came under severe pressure. Populist politicians in many countries accused others o

Emerging Markets

What next for emerging markets?

LONDON (Dec 27): When it comes to the outlook for emerging markets in 2020, the bottom line is maddeningly simple: “It’s complicated.” There are a number of reasons for this.

Emerging Markets

Battered emerging market stocks could see a turnaround soon

SINGAPORE (Sept 27): A combination of poor investor sentiment and expectations of continued economic stimulus suggest that battered emerging market equities could soon see a turnaround.

Global Economy

Recession not yet a worry – for now, says SSGA

SINGAPORE (June 25): Rising US-China trade tensions have heightened fears of a recession, but asset manager State Street Global Advisors remains upbeat on global economic growth – at least for now.

Emerging Markets

Why China's rising tide may not lift EM boats

SINGAPORE (May 30): Increased trade tensions at the beginning of May have frayed nerves and, by extension, market returns. It’s unsurprising, therefore, that equity markets didn’t respond well to being reacquainted with trade-policy uncertainty. Our A

Emerging Markets

Emerging markets debt yields at levels that rival forward expectations for equities in 2019

SINGAPORE (Jan 10): Yields on USD emerging market debts are reaching 7% for major indices, and as emerging markets enter 2019, it is expected to recover from the negative effects of a stronger USD and outsized US growth, according to a Schroders TalkingPo

Tech

Apple cuts outlook as Chinese slowdown hits demand for iPhones

(Jan 3): Apple Inc cut its revenue outlook for the first time in almost two decades citing weaker demand in China, triggering a slump for Asian suppliers and a wave of lower price targets on Wall Street.

Emerging Markets

Bull case for emerging markets has one big caveat

(Nov 29): After a bruising 2018, emerging markets will probably be the place to make quick money next year.
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