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Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?

Is Sri Lanka the disruptive protest canary in the coal mine of emerging markets? Extremely high misery relative to the last 10-year peak (over 10 percentage points higher) is evident in: Lebanon, Sri Lanka, and Turkey. Turkey — President Erdogan's re...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 11 July 2022
Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?
Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?

Daily Credit Briefing

Top Credit Stories BANKS - Termination of coverage CONSUMER - Termination of coverage FINANCIALS - Termination of coverage HIGH YIELD - Termination of coverage: INDUSTRIALS - Termination of coverage  
UniCredit Sven
Sven Kreitmair @ UniCredit 30 June 2022

Daily Credit Briefing

Top Credit Stories Autoliv (ALV) - 2H22 is expected to offset weaker-than-expected 2Q22, FY22 guidance reiterated Bayer (BAYNGR) - Supreme Court rejects Bayer's bid to stop Roundup weedkiller lawsuits Credit Agricole (ACAFP) - Launches 20...
UniCredit Sven
Sven Kreitmair @ UniCredit 22 June 2022

Daily Credit Briefing

Top Credit Stories ABN Amro Bank (ABNANV) - 1Q22 earnings meet expectations CMA CGM (CMACG) - To take stake in Air France Digi Communications (RCSRDS) - 1Q22 results show sustained subscriber and revenue growth Engie (ENGIFP) - 2022 g...
UniCredit Sven
Sven Kreitmair @ UniCredit 18 May 2022

HY & Xover Update - RCSRDS

Digi Communications: 1Q22 results show sustained subscriber and revenue growth Hold the RCSRDS 3.25% 2/28 trading at 88.5/89.5 or at z+423/401bp.
UniCredit Jonathan
Jonathan Schroer @ UniCredit 17 May 2022

Daily Credit Briefing

Top Credit Stories Bayer (BAYNGR) - Shows strong 1Q22 results, supported by Crop Science CEZ (CEZCP) - Raises 2022 EBITDA guidance after strong first quarter CMA CGM (CMACG) - Upgrade to BB+ by S&P Deutsche Wohnen (DWNIGY) - FY22...
UniCredit Sven
Sven Kreitmair @ UniCredit 10 May 2022