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Macro Analysis / Global

EM Covid-19 survey: Government support programmes are missing their mark

More low-income individuals aren't benefitting from government support than wealthier individuals. This difference seems most severe in China and India. Low-income individuals can't benefit from such schemes if they are financially excluded. Low-inco...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 4 August 2020
Macro Analysis / India

Why we expect India to cut rates again this week

The monetary easing expectations stem from prospects of a prolonged economic slump ahead resulting from an un-abating spread of the Covid-19 pandemic. Supporting this, exports crashed by 37% YoY and imports were worse with a 53% plunge. These dented...
ING Think
ING Think 4 August 2020
Strategy Note / Global

Emerging-Frontier Equity Monthly, July: Large EM joins Tech lead, FM lags

Sporadic pick-up in Covid-19 infections globally (notably in some of the early success stories during the first wave, China and Vietnam). This resulted in a drag on local bank Credicorp (60% index weight, down 7%), offsetting very strong performance...
Tellimer Research Hasnain Malik
Hasnain Malik @ Tellimer Research 28 July 2020
Macro Analysis / Global

Covid-19 consumer survey: The EMs hurting (and helping) the most

Lower income is most prevalent in Indonesia, while it is less of an issue for Brazilians and Mexicans. In terms of changes in behaviour, home-working is now much more prevalent in Indonesia, while in China relatively fewer respondents had made this s...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 24 July 2020
Macro Analysis / Global

The COVID-19 Gender Gap

By Kristalina Georgieva, Stefania Fabrizio, Cheng Hoon Lim, and Marina M. The COVID-19 pandemic threatens to roll back gains in women’s economic opportunities, widening gender gaps that persist despite 30 years of progress. It is crucial that policym...
International Monetary Fund
IMF Blog 21 July 2020
Macro Analysis / Global

EM sovereign debt: No time to be complacent on fallen angel risks

Since then, the number of downgrades has dropped substantially, but it’s not the time to become complacent. As another warning sign, 54 sovereign ratings have been placed on a negative outlook since March (vs 29 to stable and 1 to positive). Among th...
ING Think
ING Think 20 July 2020