Showing posts with label Emerging Markets. Show all posts
Showing posts with label Emerging Markets. Show all posts
Thursday, May 27, 2021

27/521: Euromoney on China's Belt-and-Road Initiative

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  Euromoney recently covered update of risk analysis involving development of China-led Belt and Road initiative:  https://www.euromoneycoun...
Wednesday, January 6, 2021

6/1/21: BRIC: Composite Economic Indicators: 4Q 2020

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Manufacturing PMIs for BRIC economies for 4Q 2020 are discussed here:  https://trueeconomics.blogspot.com/2021/01/4121-bric-manufacturing-pm...
Saturday, November 7, 2020

7/11/20: BRIC: Composite Economic Indicators for October

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 I covered BRIC Manufacturing and Services PMIs for October in two earlier posts (see here  https://trueeconomics.blogspot.com/2020/11/51120...
Wednesday, October 14, 2020

14/10/20: BRIC: Composite economic activity indicators Q3 results

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  We covered in detail strong recovery in BRIC Manufacturing PMIs ( https://trueeconomics.blogspot.com/2020/10/141020-bric-manufacturing-pmi...
Thursday, September 10, 2020

8/92020: BRIC: Composite economic activity indicators

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 Based on Markit's Composite PMIs, here are the BRIC economies composite economic activity indicators for 3Q 2020 to-date (July-August)....
Tuesday, January 7, 2020

7/1/20: BRIC Composite PMIs 4Q 2019

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Composite Global economic activity, as measured by Composite PMI has slowed down markedly in 2019 compared to 2018. In 2018, ave...

7/1/20: BRIC Services PMIs 4Q 2019

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BRIC Services PMIs have been a mixed bag in 4Q 2019, beating overall Global Services PMI, but showing similar weaknesses and renewed volat...
Tuesday, July 2, 2019

2/7/19: Earnings and Market Valuations: Equity PEs

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While P/E ratios are gamable and informationally highly restrictive, the metric is still a useful one when considering as to how expensive...
Tuesday, October 9, 2018

9/10/18: BRIC Composite PMIs 3Q 2018: A Tale of Growth Slowdown

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Previous posts on 3Q 2018 PMIs have covered: BRIC Manufacturing PMIs: http://trueeconomics.blogspot.com/2018/10/31018-global-pmis-tanke...

9/10/18: BRIC Services PMIs 3Q 2018: Slower Growth Ahead

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Having covered Global Composite PMIs for 3Q 2018 here:  http://trueeconomics.blogspot.com/2018/10/31018-global-pmis-tanked-in-3q-2018.html...

9/10/18: Euromoney on 3Q 2018 Changes in the Global Risk Environment

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Euromoney on global risk changes in 3Q 2018, with comments from myself: https://www.euromoney.com/article/b1b7sx84cgkn1y/ecr-survey-resul...
Sunday, September 9, 2018

9/9/18: IMF and Argentina: New Old Saga

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My Twitter comments on Argentina and IMF rescue package were picked up by the folks at ZeroHedge   https://www.zerohedge.com/news/2018-08-...
Wednesday, August 22, 2018

22/8/18: Emerging Markets Risks and International Reserves

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Emerging markets are at the point of risk contagion these days, with a potential spillover into advanced economies. This brings us back to...
Saturday, August 18, 2018

18/08/18: Euromoney on Italian Banking Risks and Turkey Crisis

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Euromoney article on the latent Italian crisis, relative to the ongoing Turkish one:  https://www.euromoney.com/article/b19k3zjb7v811r/ita...
Tuesday, May 8, 2018

8/5/18: Germany's ifo: World Economic Climate Deteriorates

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Here is the summary of the Germany's ifo Institute World Economic Climate outlook update (emphasis is mine): "The ifo World Eco...
Saturday, March 19, 2016

19/3/16: Danske’s forecasts for Russia: Mild with little chance of a surprise

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Danske’s latest forecasts for Russia are out this week. In contrast to 2015 forecasts, Danske is now running a relatively moderately beari...
Monday, March 14, 2016

14/3/2016: Foreign Investors, Sovereign Risks & Regulatory Clowns

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Over 2012-2013, sovereign and corporate bonds markets started showing sigs of QE-related fatigue within the system, most commonly associat...
Thursday, February 11, 2016

10/2/16: Was Resource Boom a Boom for Commodities Exporters?

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While everyone is running around with the collapsed oil prices, economists with an eye for cycles and history are starting to digest the a...
Thursday, January 14, 2016

14/1/16: Two Charts to Sum Up Global Growth Environment

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SocGen recently produced some interesting charts looking into 2016 trends. Two caught my eye, as both relate to long running themes covere...
Sunday, January 10, 2016

10/1/16: Crisis Contagion from Advanced Economies into BRIC

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New paper available: Gurdgiev, Constantin and Trueick, Barry, Crisis Contagion from Advanced Economies into Bric: Not as Simple as in th...