We present five of our best current calls across economies, sectors, stocks and bonds for February. This month's picks: Chile and Vietnam equities, Buy Tajikistan and Nigeria bonds. We also identify five countries as being at most risk of default: El...

Our recently published Top 5 picks for 2023 featured a number of other trades to watch, or themes. These involve Argentina, Ukraine, Venezuela, Rwanda, Sri Lanka/Zambia, Uganda/Zambia, sovereign default risks generally. Most are high yield/distressed...

We see 6 countries as being at most risk of default in 2023: Ghana, El Salvador, Ethiopia, Maldives, Pakistan, Tunisia. Bond prices could come under pressure if default crystalises, but those managing to avoid default could see price gains. This is o...

Despite strong tourism-led recovery, fiscal vulnerabilities remain high, with double-digit deficits and high public debt. Planned fiscal measures signal greater willingness for reform, but implementation risks remain with elections next year. Limited...

We cover 11 countries in this note following the IMF/WB Annual Meetings, and highlight some global themes. Specifically, we cover Bahamas, Ethiopia, Lebanon, Maldives, Mozambique, Senegal, South Africa, Turkey, Tajikistan......Uzbekistan and Uganda;....

We cover 14 countries in this note following the IMF/WB Spring Meetings, and highlight three global themes. Specifically, we cover Angola, Cameroon, Cote d’Ivoire, Egypt, Ethiopia, Iraq, the Maldives, Mozambique, Nigeria......Pakistan, South Africa,....