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China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

China's more pragmatic 'zero-Covid' inevitably spikes infections: witness lockdown in Zhengzhou and Foxconn factory riot. Reminder of China's deep links with global supply chain, particularly top alternative manufacturing location Vietnam. 'China +1'...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 24 November 2022
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing
China's pragmatic zero-Covid spike and Foxconn riot hit global manufacturing

Kazakhstan election gives Tokayev until 2029 for Saudi-style reform

President Tokayev wins unsurprisingly, with 81% of the vote, amid 69% turnout. He is limited to one term of seven years. Higher public spend on wages, pensions, healthcare, education likely: affordable given post-Covid fiscal deficit of 1-2%. MSCI Ka...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 21 November 2022
Kazakhstan election gives Tokayev until 2029 for Saudi-style reform
Kazakhstan election gives Tokayev until 2029 for Saudi-style reform

Kazakhstan: Incumbent Tokayev to prevail in largely pre-determined election

Tokayev certain to win with backing of all major parties, opponents have limited credibility. Campaign uneventful so far, president's reform programme dominates agenda. Post-election developments will really test Tokayev's commitment to democratisati...
EmergingMarketWatch Metodi
Metodi Tzanov @ EmergingMarketWatch 14 November 2022
Kazakhstan: Incumbent Tokayev to prevail in largely pre-determined election
Kazakhstan: Incumbent Tokayev to prevail in largely pre-determined election

IMF updated forecasts show even faster growth in emerging vs developed: 2 charts

Amid overall gloomy outlook, updated forecasts for 2023 imply bigger gap between faster-growth EM and slower-growth DM. In Large EM, India and Indonesia, and in Small EM, Bangladesh, Kenya, Philippines and Vietnam stand out for fast growth. Rare unch...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 12 October 2022
IMF updated forecasts show even faster growth in emerging vs developed: 2 charts
IMF updated forecasts show even faster growth in emerging vs developed: 2 charts

OPEC+: The major implications of a minor increase

100k barrels per day supply cut is small but a signal of intent after the oil price drop of c15% since end July. Compounds the issues of 1.6mbpd of under-production versus quota in August and under 2mbpd of spare Saudi-UAE capacity. We scan EM for ne...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 6 September 2022
OPEC+: The major implications of a minor increase
OPEC+: The major implications of a minor increase

Regional Fixed Income Market Watch - July 2022

Regional sovereign Eurobond market: Risk sentiments toward regional Eurobonds improved in July-22. AZERB 24 was the best performer of the month, followed by GEORGIA 26 among regional sovereign Eurobonds, with yields narrowing by 115.6bps and 78.2bps....
Galt & Taggart Giorgi
Giorgi Iremashvili @ Galt & Taggart 2 August 2022