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Barclays sees 20 pct rise in EM bond supply in 2014
Sales of dollar bonds by emerging governments may surge 20 percent over 2013 levels, analysts at Barclays calculate. They predict $94 billion in bond issuance in 2014 compared to $77 billion that...
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Red year for emerging bonds
What a dire year for emerging debt. According to JPMorgan, which runs the most widely run emerging bond indices, 2013 is likely to be the first year since 2008 that all three main emerging bond...
View ArticleEmerging stocks lose again in November
By Shadi Bushra After years of basking in their reputation as high-return hot spots, 2013 could be the year emerging equity markets finally lost their magic touch. Last month continued the litany of...
View ArticleNo more “emerging markets” please
The crisis currently roiling the developing world has revived a debate in some circles about the very validity of the “emerging markets” concept. Used since the early 1980s as a convenient moniker...
View ArticleBraving emerging stocks again
It’s a brave investor who will venture into emerging markets these days, let alone start a new fund. Data from Thomson Reuters company Lipper shows declining appetite for new emerging market funds –...
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Buying back into emerging markets
After almost a year of selling emerging markets, investors seem to be returning in force. The latest to turn positive on the asset class is asset and wealth manager Pictet Group (AUM: 265 billion...
View ArticleEcuador: a successful emerging market?
By Sujata Rao A colleague of mine, Marius Zaharia (@MZaharia) interviewed Moritz Kraemer, Standard and Poor’s head of sovereign ratings for Europe, Middle East and Africa. (you can read the interview...
View ArticleThe people buying emerging markets
By Sujata Rao We’ve written (most recently here) about all the buying interest that emerging markets have been getting from once-conservative investors such as pension funds and central banks. Last...
View ArticleMeasuring political risk in emerging markets
By Sujata Rao (Corrects to say EI Sturdza is UK investment firm, not Swiss) Commerzbank analyst Simon Quijano-Evans recently analysed credit ratings for emerging market countries and concluded that...
View ArticleStrong dollar, weak oil and emerging markets growth
By Sujata Rao Many emerging economies have been banking on weaker currencies to revitalise economic growth. Oil’s 25 percent fall in dollar terms this year should also help. The problem however is the...
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