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Bips & Pieces

Regulatory Tweak Expected to Boost Foreign Investment in Paraguayan PPP Projects

So far a lot of institutional investors from Europe and North America have been cautious of the construction and other risks associated with public works projects in the Southern Cone nation, but this may all change following an upcoming legislative change.

29 Jan 2020

Global Interest Rates Outlook: Lower-for-Longer

The underlying factors behind low interest rates are unlikely to change in coming years, meaning that the near-zero yields are here to stay, Moody’s analysis suggests.

28 Jan 2020

Egyptian Pound Bolstered by Foreign Inflows into LCY Market – Standard Chartered

Global risk appetite and high yields in Egypt’s local currency market are helping to bolster the strength of the Egyptian pound, according to a recent note from Standard Chartered.

28 Jan 2020

Geopolitical Policy Uncertainty, Asset Quality Deterioration, Vulnerability to Fickle Investor Sentiment Weigh on EM Banks – Especially in Turkey

Global and domestic tensions that could threaten policy continuity, asset quality deterioration, and shifting emerging market investor sentiment remain to remain the dominant risks for emerging market banks in 2020, says S&P Global. Turkey remains particularly vulnerable.

27 Jan 2020

Global Soybean Supply to Fall Due to Lower US Production – ABN Amro

Whilst the phase one trade deal brokered between the US and China is only temporary, it is beneficial for sentiment towards agricultural commodities, argues a recent report from ABN Amro.

27 Jan 2020

GCC Fixed Income Ourperformed All EM Peers in 2019 - Markaz

The GCC fixed income market outperformed all other emerging markets in 2019, delivering a return of 14.5%, as represented by the S&P GCC bond index.

27 Jan 2020

China Coronavirus Could Weigh on Oil, Tourism, Travel Industries

The recent outbreak of coronavirus in China – which comes around the same time as the Lunar New Year, a peak travel season in the country – could have dramatic affects on a range of commodities and industries, analysts suggest. But it is too early to tell how extensive markets would be moved.

27 Jan 2020

Mexico 2020 Growth Forecast Revised Down Amid Frail Business Confidence

Inflation and investment are expected to remain steady, with potential upside from the manufacturing sector if USMCA is finalized, Banorte analysis predicts.

27 Jan 2020

Kuwait’s 2020/21 Budget Reveals Record Fiscal Deficit – Marmore

Kuwait has published its budget proposal for the fiscal year 2021, which reveals that the nation’s deficit will climb for the sixth consecutive year in a row to reach a record high.

24 Jan 2020

Single Investor Sweeps Up Russia’s RUB58bn OFZ Auction

Analysts are puzzled by what is being described as one of the strangest local bond trades by the Russia MinFin in recent history.

24 Jan 2020

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