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Are the rate setters changing their tune?

What exercised me yesterday, was the contrarian price action of markets following some fairly chunky US inflation data - of which there is considerably more to come - see JK's note on this which is still worth a read if you haven't yet done so. If so...
ING Think
ING Think 14 April 2021
Are the rate setters changing their tune?
Are the rate setters changing their tune?

IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021

Emerging and Developing Asia (+8.6% in 2021; +6.0% in 2022) remain the growth locomotive of the emerging and developing world. Given the recent rise in core rate yields, tighter financial conditions pose a noteworthy risk to the recovery. EM Asia is ...
ING Think
ING Think 8 April 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021

India joins the money printers

In a day with little going on in Asian FX space, India's INR stood out like a sore thumb yesterday as it gapped up, reaching as high as 74.55 against the USD. That said, low official and market rates have not done much to bring down bank lending rate...
ING Think
ING Think 8 April 2021
India joins the money printers
India joins the money printers

Asia and the reflation trade

The first point to note is that so far, outside Asia-Pacific, the US Treasury yields move has been received in a fairly orderly fashion. Analysts’ forecasts continue to suggest that regional monetary authorities (with the odd exception) will ride out...
ING Think
ING Think 1 April 2021
Asia and the reflation trade
Asia and the reflation trade

The top 10 investment insights on emerging market fintech

Tellimer Research Rahul
Rahul Shah @ Tellimer Research 26 March 2021
The top 10 investment insights on emerging market fintech
The top 10 investment insights on emerging market fintech

Indonesia: Recovery delayed but not derailed

Indonesia’s economy contracted 2.1% in 2020, with the domestic market hit hard by Covid-19 related partial lockdown measures and weaker global demand for its export base. The authorities began the year hopeful for a 4.5 % to 5.5% GDP expansion delive...
ING Think
ING Think 24 March 2021
Indonesia: Recovery delayed but not derailed
Indonesia: Recovery delayed but not derailed