EM – GLOBAL MACRO INSIGHTS

Emerging Markets Face the Heat: Trump’s Tariffs, Dollar Strength, and Bond Woes

The outlook for emerging market bonds denominated in local currencies is deteriorating as investors abandon hopes of rate cuts, brace for a potential trade war,...

Fitch lowers China’s outlook to negative due to a rise in debt

Fitch has revised China’s outlook from stable to negative, stating that the government risks accumulating debt as it seeks to steer the economy away from...

Can India replace China as the engine of global growth?

China is slowing down, and Western governments increasingly see it as a rival rather than an economic partner. Along its southwest border, another booming economy...

The dollar will remain strong in 2024

The resurgence of the American dollar exasperates central bankers and governments worldwide, forcing them to act to relieve pressure on their currency. From Tokyo to...

An Election Year at High Risk for the African Continent

Regarding elections, 2024 will be the world’s most significant global election year in history. More than 60 countries are expected to hold executive and legislative...

A $400 billion debt burden threatens emerging market companies

Cracks are deepening for vulnerable companies in emerging markets as global borrowing rates reach their highest levels since the financial crisis, disrupting opportunities to refinance...

Challenging time for the Indian economy

Indian households are saving less than they have in half a century. According to the Reserve Bank of India, household net savings in 2022-23 accounted...

The Indian Central Bank adopts a hawkish stance with a surprise bond plan

The Reserve Bank of India has adopted a hawkish policy stance, stating that inflation remains too high and that it might take measures to absorb...

FED decision: the market is still wrong

Federal Reserve Chairman Jerome Powell clearly indicated on Wednesday that the current cycle of rate hikes was nearing its end. However, he also confirmed that...

GLOBAL MACRO INSIGHTS

Tag: EM