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emerging markets

A collection of 11 posts

August Is The EMs Key Turning Point For Capital Flows

August Is The EMs Key Turning Point For Capital Flows

For the coming months, several factors will influence the dynamics of capital flows, among these, the timing of inflation peaking and the outlook for the Chinese economy will be in focus, says the International Institute of Finance. “Another important element for the outlook will be the market appetite for new

Emerging Markets Face Longest Withdrawals Of Funds

emerging markets

Emerging Markets Face Longest Withdrawals Of Funds

The longest streak of withdrawals by foreign investors from emerging markets has lasted five months, underscoring the impact recession fears and rising interest rates are having on developing economies. According to preliminary data published by the Institute of International Finance, cross-border withdrawals by foreign investors in EM equities and local

This Is How Emerging Markets Will Survive The Recession

emerging markets

This Is How Emerging Markets Will Survive The Recession

A recession is coming and this is how the emerging markets will adapt to survive, or not, in the coming months. We are analysing a report from the Institute of International Finance to give our readers an insight of what to expect in the second half of the year. First,

In March, there was a $9.8b outflow from emerging markets

capital outflow

In March, there was a $9.8b outflow from emerging markets

Emerging Markets securities saw suffered an outflow of $9.8 billion in March 2022, says the International Institute of Finance in its latest report. “We estimate that EM securities suffered an outflow of $9.8 bn in March 2022, the first outflow month since March 2021 (Exhibit 1 – picture above)

What is the Russia-Ukraine war's impact on EM markets?

emerging markets

What is the Russia-Ukraine war's impact on EM markets?

The war in Ukraine enters its third week and the long term impact on emerging markets is a certainty. In this article, IIF looks at some EM economies. As the Russia-Ukraine conflict continues to intensify, we have updated our EM scorecard to provide a snapshot of relative vulnerabilities across 18

War in Ukraine poses some complications for EM growth

emerging markets

War in Ukraine poses some complications for EM growth

Most emerging markets have minor direct linkages to Russia and Ukraine, but the conflict is a global shock that complicates the EM outlook just as the covid crisis starts to recede, says the IIF. “We assess EM external vulnerability, comparing it to episodes such as the taper tantrum or the

EM debt: The good, the green and the ugly

EM debt: The good, the green and the ugly

Global debt reached a new record high of $303 trillion in 2021–China a key driver: After a sharp rise of some $33 trillion in 2020, the global debt pile increased by over $10 trillion in 2021. Over 80% of the rise came from emerging markets, driven largely by China.

The US has made a remarkable recovery from COVID

The US has made a remarkable recovery from COVID

According to the Institute of International Finances, the U.S. is on the right track, making a remarkable recovery from the COVID19 pandemic. The report presented by Robin Brooks, Managing Director & Chief Economist, Jonathan Fortun, Economist, Jack Pingle, Senior Program Assistant, adds that the recovery is a reflection of

Economic Views – Emerging Markets External Imbalances in 2022

Economic Views – Emerging Markets External Imbalances in 2022

EM current account deficits have been unusually small or inexistent in the last two years. Initially, favorable external balances were the flipside of deep recessions. Imports fell with domestic demand, shrinking external deficits. In the later stages of the covid crisis, commodity prices lifted exports, more than offsetting the recovery

Emerging Markets Are Rolling Back Extraordinary COVID Fiscal Stimulus

emerging markets

Emerging Markets Are Rolling Back Extraordinary COVID Fiscal Stimulus

Fiscal expansion supported EM growth throughout the covid crisis. In most countries, financing was not an issue and borrowing costs even fell. As the world normalizes, all EMs plan on rolling back crisis stimulus. “We have been tracking draft budget plans in the last few months, noting that many countries

Limited Prospects for a Quick Resolution to Global Inflation: Analysts

Limited Prospects for a Quick Resolution to Global Inflation: Analysts

The question of how long current high global inflation lasts is being widely debated. However, evidence suggests that the “transitory” argument of the past six months is gradually becoming less persuasive as the bottlenecks related to supply chain disruptions seem to be more persistent than previously thought. It may be