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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

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

Kiwis hold onto their bonds

Stocks markets have flipped around again today, with the NASDAQ and S&P500 showing big falls (-1.12% and -0.76%) - though one thing the financial newswires seem to have forgotten to point out, is that on a two-day basis, stocks are actually still up,...
ING Think
ING Think 24 March 2021
Kiwis hold onto their bonds
Kiwis hold onto their bonds

EM Credit: Attacked from the core

A concession has built in emerging markets. However, the higher rates narrative is not over. The dominant influence on credit market performance so far in 2021 has come from the ratchet higher in core bonds yields. A broadening in global recoveries t...
ING Think
ING Think 16 March 2021
EM Credit: Attacked from the core
EM Credit: Attacked from the core

One year on – four quality emerging market bank stocks left behind by the rally

We identify four high-quality names that are likely to see a bounce-back in performance, and that are still trading at discounted multiples. We also identify four banks that have rallied hard and are now pricing in structural improvements in performa...
Tellimer Research Rahul
Rahul Shah @ Tellimer Research 15 March 2021
One year on – four quality emerging market bank stocks left behind by the rally
One year on – four quality emerging market bank stocks left behind by the rally

ASEAN Morning Bytes

General Asia: Asian markets will likely open on a high note on Friday with investors reacting to the strong showing of the technology sector overnight. Malaysia: January industrial production (IP) data today comes as another test of the hit to the ec...
ING Think
ING Think 12 March 2021
ASEAN Morning Bytes
ASEAN Morning Bytes