Welcome!
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
April 07, 2020
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.
March 09, 2020
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
January 23, 2020
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.
December 27, 2019
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.
September 27, 2019
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.
June 25, 2019
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
May 30, 2019
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
January 10, 2019
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.
January 03, 2019
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.
November 29, 2018