GLOBAL MACRO INSIGHTS

  • HOME
  • ABOUT
  • DEVELOPED WORLD
  • EMERGING MARKETS
  • COMMODITIES
  • MONETARY POLICY
  • FX
  • MARKETS
  • UKRAINE & RUSSIA

Tag: Emerging debts

Emerging Markets Enter the Perfect Storm

  • J-P. Pizzini
  • July 27, 2026
  • Emerging Markets
For much of the past year, investors had begun to believe that emerging markets were finally emerging from the shadows of the post-pandemic monetary cycle....
Read More

India Begins Defending the Rupee as the Emerging-Market Stress Cycle Returns

  • J-P. Pizzini
  • May 14, 2026
  • Emerging Markets
For years, India represented the favourite emerging-market story of global investors. Strong growth. Structural reforms. Digitalisation. Expanding middle class. Geopolitical neutrality. Demographic power. Now the...
Read More

The Return of the Usual Suspects: Risky Sovereigns Ride the Global Yield Hunt

  • J-P. Pizzini
  • November 5, 2025
  • Emerging Markets
Some of the world’s most precarious sovereign borrowers are tiptoeing back into international debt markets, eager to cash in on investors’ growing appetite for yield,...
Read More

The Great Emerging Market Bond Rush

  • J-P. Pizzini
  • June 9, 2025
  • Emerging Markets
Yield-hungry investors are once again fuelling a borrowing bonanza across developing nations, prompting a record surge in hard currency bond issuance, all in a mad...
Read More

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

  • J-P. Pizzini
  • November 20, 2024
  • Emerging Markets
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,...
Read More

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

  • J-P. Pizzini
  • April 10, 2024
  • Emerging Markets
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...
Read More

A New Attraction for Emerging Dollar Debt

  • J-P. Pizzini
  • January 9, 2024
  • Emerging Markets
Borrowers from developing countries are rushing to sell debt, capitalizing on increased investor appetite and the search for high yields.Mexico led the way, starting the...
Read More

A $400 billion debt burden threatens emerging market companies

  • J-P. Pizzini
  • October 29, 2023
  • Emerging Markets
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...
Read More

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

  • J-P. Pizzini
  • October 6, 2023
  • Emerging Markets
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...
Read More

Posts pagination

1 2 Next

The Blog

Welcome to your free gateway to independent analysis on financial markets and the global economy.

Dive into out-of-the-box perspectives, where traditional narratives are challenged and fresh insights are presented. Experience a unique view of the world, untethered by mainstream biases and discover the intricacies of finance like never before.

Understanding the world, Unlocking Growth, Maximizing Value.

Get in Touch

Please feel free to contact me via email with any questions you may have.

Email: contact@globalmacroinsights.com

 

Copyright Digital Nomad Consulting 2023© All Rights Reserved.
  • HOME
  • ABOUT
  • DEVELOPED WORLD
  • EMERGING MARKETS
  • COMMODITIES
  • MONETARY POLICY
  • FX
  • MARKETS
  • UKRAINE & RUSSIA