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Economics and Markets

Turkish Bank Interest Cash Flow Shows Asset Quality Under Pressure - Fitch Ratings

The Turkish banking sector continues to face pressure on asset quality, with interest receipts in 4Q2019 falling around 10% below the interest accrued, according to a recent note from Fitch Ratings.

7 Jan 2020

Oil Touches USD70 Per Barrel as Geopolitical Tensions Flare but Beyond Spot Prices, Market Reaction Remains Subdued

Brent crude prices reached within touching distance of USD70 per barrel following the US assassination of a high-ranking Iranian general in Bagdad last week, but looking beyond spot prices, the reaction of oil markets has been relatively subdued, according to Emirates NBD’s Edward Bell.

6 Jan 2020

Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead

Leading investment advisors Brown Brothers Harriman give their take on the big drivers and key economic events to look out for in emerging markets this week

6 Jan 2020

Ukraine on the Mend as Domestic Capital Market Opens Up to International Investors

A preliminary agreement with the IMF on a vital USD5.5bn loan is an auspicious signal that a long-awaited economic recovery in Ukraine may be in the offing. But with the PrivatBank case and a number of other international litigation battles still simmering, bad headlines streaming from the US impeachment proceedings and little progress in establishing peace on the Eastern border, Ukraine still…

6 Jan 2020

Webinar: What are the top themes likely to dominate emerging market investing in 2020?

Mark Mobius, Director of Mobius Capital Partners gives his outlook for 2020

2 Jan 2020

Brazil: A Year in Review, and What’s on The Horizon

Recent data suggests that the economy is gaining gradual steam, albeit from a subdued level. But despite the near-term optimism, whether the momentum is likely to be sustained through 2020 is far from clear.

23 Dec 2019

Emerging Market Debt in 2020: Global Investors on The Short, The Long, and Everything In-Between

Despite trade tensions, political volatility, and the occasional instance of societal upheaval, emerging market debt returns were broadly positive this year as investors once again hunted for yield against a backdrop of globally depressed rates. Will 2020 see much the same, or will concerns over global growth and rising political risk lead the market into a downturn? We summarise what top…

20 Dec 2019

Sabanci CFO on the Pivot Towards High-Tech and Broadening Access to Long-Term Funding

Large firms often fear getting outshone by their smaller and more nimble rivals, but Sabanci Holding – one of Turkey’s largest industrial and financial conglomerates – has recently emerged from a period of deleveraging to go on the offensive, making a series of strategic acquisitions and capitalising on emerging market opportunities that place technology at the centre of its growth strategy over…

19 Dec 2019

Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead

Risk assets such as EM got a big boost last week, as tail risks from a hard Brexit and the US-China trade war have clearly ebbed. Still, the initial lack of details on the Phase One deal as well as uncertainty regarding the next phases have left the markets a bit jittery and nervous. Hopefully, this week may bring some further clarity and the good news is that the December 15 tariffs have been…

16 Dec 2019

Webinar: An Asian investor's outlook for Turkish and GCC credit in Q4 and beyond

We caught up with Todd Schubert, Managing Director, Head of Fixed Income Research, Bank of Singapore in advance of the Issuers & Investors Forum in Singapore to get his views on how Asian investors view Turkish and GCC credit.

10 Dec 2019

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