If remittances drop 20% who is exposed in emerging and frontier markets?

The risk of an overseas vacation is that we are forced into quarantine either on arrival or on return should we contract Covid-19 or venture to a country where policy is focused on lifting lockdowns, rather than minimising infections (see Death by Co...

As the COVID-19 pandemic continues to spread across the globe—bringing severe human and economic costs—the Caribbean is no exception. With over 1,000 confirmed cases, many countries have taken strong containment measures, such as border closures and...

Jamaica has staged a model recovery under the umbrella of successive IMF programmes, reducing debt via impressive fiscal control (it has achieved a large primary fiscal surplus for the past six years). But real GDP growth remains weak. Jamaica is due...

GraceKennedy (GK JA) is a diversified conglomerate in Jamaica, with interests in food & beverage (F&B) and financial services. GK JA is a diversified conglomerate in Jamaica, with leading interests in F&B and financial services. It was founded in 192...

In this report, we pick out this month’s FM and EM equity market highlights with links to published research and updated country data snapshots. According to Reuters, consensus expectations are for a 25bps rate cut to 5.5% on 7 August. Iceland (up 4%...