Global Macro
What's happening and why in the world's emerging economies.
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The latest insights on emerging fintech opportunities.
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The latest insights on emerging Crypto opportunities.
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Latest on emerging market ESG opportunities
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Essential insights from global equity markets.
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Essential insights from global fixed income markets.
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Comprehensive guides on key markets and sectors.
At the market close on 29 June, MSCI DM was down 7% month to date, EM fared better at down 4%, and less liquid FM was down 5%. Valuation across most of the EM and FM spectrum appears to reflect a lot of distress already; both indices are on c20% disc...
We analyse data on abortion rights and incidence in emerging markets following the overturning of Roe v. Wade in the US. India and Taiwan are among the most liberal; Middle East generally most restrictive; wide variety in Africa, Asia, LatAm. The abo...
As my Tellimer colleague Janet Ogunkoya has explored, green financing is growing, and EMs don’t appear to be getting their fair share of the concessionary pot. The pricing issue is straightforward: Apart from charity, why should an investor pay a pre...
Two decades ago, when I was in the strategic planning department of an international oil company (IOC), the European oil and gas industry was enthralled by hydrogen. Here was another molecule with the alluring promise to decarbonise our business whil...
Amid although the hullabaloo, even euphoria, over green bond issuance, one statistic is easily missed. Green bond issuance is expected to continue to increase, especially amid strong investor appetite, as my colleague Janet Ogunkoya recently wrote, e...
As with many other parts of the world, Nigeria is having to cope with high inflation, the difference being that Nigeria’s inflation has been persistently high for years. In recent times, we have seen increased sachetisation of various household produ...
So many assets have been raised under the banner of "Environment, Social, and Governance" (ESG) with varying degrees of sincerity, as demonstrated by the SEC investigation that was opened into Deutsche Bank's asset management arm DWS in August. The E...
While lockdowns, and recessions in general, are good for the environment because they reduce emissions, de jure and de facto loosening of regulations post-lockdown may counteract that. While solar is likely to be a winner, especially in emerging mark...
The food super-cycle has been accelerated by the war in Ukraine. Commodity processors (also known as traders) prosper by exploiting market inefficiencies, collecting margins from the difference between the sellers and buyers of a commodity. Commodity...
A key to making happen this was reducing perceived political risk so that investors could accept the additional constraint of local content requirements. Although the ECT was always designed to support oil and gas investment, you would not know it fr...
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