Economics and Markets
#BondsLoans24 - Trading in and out of Asia: Where do investors see value in the markets?
Gareth Nicholson (Bank of Singapore), Prashant Singh, (Neuberger Berman), Raymond Chia (Schroders) and Dhiraj Bajaj (Lombard Odier) discuss where they see value in the Asia credit markets
8 Jul 2020
#BondsLoans24 - How is Uzbekistan responding to market turbulence to continue attracting investment?
Uzbekistan’s Deputy Finance Minister, Odilbek Isakov, outlines his country’s economic and financial response to COVID-19 detailing government policies and initiatives.
8 Jul 2020
#BondsLoans24 - Asia out of COVID: How are Asian economies positioned amidst a global downturn?
Ronie Ganguly (Blackrock), Mitul Kotecha (TD Securities) and Johanna Chua (Citi) assess the economic outlook for Asia, following governments policies responses to COVID-19
8 Jul 2020
Mashreqbank Global Investment Banking Head: Permanency of capital, ESG, and digitisation becoming crucial differentiators for GCC corporates in the face of unprecedented volatility
The COVID-19 pandemic has convulsed the global economy, unevenly weighing on some of the world’s largest emerging markets – not the least of which countries with a heavy dependence on oil revenues. For CFOs and Treasurers based in the GCC region, the pandemic was a crude awakening which quickly led to a liquidity squeeze that is only just starting to ease as a ‘new normal’ begins to set in. Bonds…
3 Jul 2020
#BondsLoans24 - How has COVID19 altered the trajectory of Africa from now until 2030?
Guy Lundy of Spencer Stuart speaks at #BondsLoans24 about how COVID19 has impacted the trajectory of the African continent socially, politically and economically
2 Jul 2020
COVID-19 Sets Per-Capita Income in Sub-Saharan Africa Back by Nearly a Decade – IMF
Growth in Sub-Saharan Africa (SSA) is set to contract by twice the amount previous forecast in April, according to the latest IMF estimates, with per-capita income across the continent falling to levels not seen in nearly a decade.
2 Jul 2020
South Africa’s Eskom Explores Local Sukuk Issuance to Plug Yawning Financial Gap
South African state-owned utility Eskom may look to issue sukuk in a bid to raise funding in the local market, according to a tender document.
30 Jun 2020
Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead
Risk assets came under pressure last week as the virus news stream worsened. It’s clear that large parts of the US will be forced to delay reopening until their virus numbers improve. Markets had gotten too bullish on the US recovery story and so this reality check soured sentiment. This is a very important week for US data, and we think risk sentiment will remain under pressure ahead of what we…
29 Jun 2020
London Stock Exchange: Making Global Markets More Efficient and Accessible as Issuers and Investors Continue to Navigate COVID-19
In an important stress-test, the global capital markets have responded and adapted quickly to the unprecedented shock caused by the novel coronavirus pandemic, which has caused a dramatic shift in the way individuals and organisations in most nations live and work. These extreme conditions are only likely to accelerate the capital market ecosystem’s innovative efforts to streamline the securities…
18 Jun 2020
Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead
EM and other risk assets stabilized to end the week after Thursday’s selloff, but remain vulnerable. The risks ahead are the same as before, which include a second wave of infections as well as a longer and shallower than expected recovery in global growth. The Fed’s message of low rates as far as the eye can see was balanced by Powell’s grim outlook for unemployment. The liquidity story should…
15 Jun 2020