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Macro Analysis / Global

IMF World Economic Outlook: Looking beyond the pandemic for emerging markets

In its latest World Economic Outlook, the IMF predicts the global economy to experience a 4.4% contraction in 2020 (+0.8ppt vs its June estimates) and a partial rebound to 5.2% growth in 2021 (-0.2ppt). Asia (-1.7% in 2020; +8.0% in 2021) faces a mor...
ING Think
ING Think 15 October 2020
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
IMF World Economic Outlook: Looking beyond the pandemic for emerging markets
Strategy Note / Global

Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform

Covid-19continues to oscillate between a source of gloom (new waves of infections even in those countries previously successful in their control of it, lasting economic damage to traditional businesses) and one of optimism (partial control of infecti...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 27 September 2020
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Emerging-Frontier Equity Monthly, September: EM Tech and FM outperform
Macro Analysis / Argentina

Argentina GDP slump signals difficult outlook

Argentina's real GDP declined by 19.2% yoy in Q2 20 according to official data released yesterday (see chart). While the extent of the contraction was broadly anticipated, with the Bloomberg consensus showing -18.5% yoy, it nonetheless remains at the...
Tellimer Research Stuart Culverhouse
Stuart Culverhouse @ Tellimer Research 23 September 2020
Argentina GDP slump signals difficult outlook
Argentina GDP slump signals difficult outlook
Macro Analysis / Global

LATAM FX Talking: FX gains amid tentative rise in risk appetite

This more constructive environment for LATAM FX would be justified as a catch-up to the sharp USD correction seen in recent months, the ongoing uptrend in commodity prices, growing evidence that the Covid-19 spread is subsiding throughout the region...
ING Think
ING Think 4 September 2020
LATAM FX Talking: FX gains amid tentative rise in risk appetite
LATAM FX Talking: FX gains amid tentative rise in risk appetite
Strategy Note / Argentina

Argentina equity strategy weekly

The long-term outlook is still not clear due to the slump in economic activity in recent months and uncertain recovery. We suggest reducing exposure to Telecom (TEO) as the new Government regulation would be very negative for the company’s business....
Capital Markets Argentina Juan José Guma
Juan José Guma @ Capital Markets Argentina 2 September 2020
Macro Analysis / Global

The moral imperative (or lack thereof) for IMF funding

This is the second in a series of thought pieces that will look at the role of development finance institutions post-Covid-19. In practice, however, the IMF has so far stuck to its guns and refused to extend funding for countries with an unsustainabl...
Tellimer Research Patrick Curran
Patrick Curran @ Tellimer Research 25 August 2020
The moral imperative (or lack thereof) for IMF funding
The moral imperative (or lack thereof) for IMF funding