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Short-term Shot and Long-term Healing for Latin America and the Caribbean

Growth in Latin America and the Caribbean recovered briskly in the second half of 2020, yet still more slowly than the global economy and other emerging markets. On the downside, the recent resurgence of the virus in Brazil, Chile, Paraguay, Peru, an...
International Monetary Fund
International Monetary Fund 15 April 2021
Short-term Shot and Long-term Healing for Latin America and the Caribbean
Short-term Shot and Long-term Healing for Latin America and the Caribbean

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

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

Mexico: Banxico ends easing cycle on concerns over inflation and volatility

In our view, the statement was hawkish, mainly because of the details of the vote and the changes made to the inflation outlook. The decision was in line with consensus but not with our call of a 25bps cut. Given this, they expect that the anticipate...
Banorte Gabriel
Gabriel Casillas Olvera @ Banorte 26 March 2021
Mexico: Banxico ends easing cycle on concerns over inflation and volatility
Mexico: Banxico ends easing cycle on concerns over inflation and volatility

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