Although shifts in supply chains away from China have boosted some emerging markets, these countries may soon need to look toward domestic demand to drive economic growth as the rest of the world potentially deals with a slowdown.
The outlook for emerging markets remains vulnerable amid the uncertain global landscape, but emerging market debt and select equities offer potential.
While the outlook for the year ahead improved across both developed and emerging markets at the end of 2023 amid expectations for lower interest rates in 2024, the picture is becoming more complicated for developed markets as escalating tensions along key supply lin...
Much of this positive outlook has been priced into the bonds, however, and we are finding more compelling opportunities within the higher yielding part of the asset class. We see value in some distressed or quasi distressed credits, where many of the difficulties have alre...
The beauty of procrastinating writing a year ahead outlook is that you can use more up-to-date assumptions in your forecast. Outlooks from the sell-side
Central banks in emerging markets were ahead of the curve in the interest rate hiking cycle through 2022-2023, with many economies now experiencing disinflation. Controlling inflation continues to be one the drivers of economic growth and stability, and hence some central banks have...
Turkey:Turkey’s story appears uncertain into 2024. President Erdogan, a leader known for controversial economic policies, surprised the world with a reelection victory in the first half of 2023. To the benefit of markets, he named two well respected private market veterans to lead fiscal and...
Fitch Ratings-London-18 January 2024: The emerging-market (EM) sovereign rating outlook is broadly balanced heading into 2024, with 11 Positive Outlooks marginally outweighing 10 Negative Outlooks. However, higher sovereign funding costs, China and politics pose risks, says Fitch...
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is expected to bode well for emerging market performance going into 2024. tum3123 the divergence between emerging and developed markets continued into the end of 2023, with faster economic expansions among emergi...