Page 11 - Emerging Markets

Why this August was a particularly bad month for emerging-market investors

Argentina imploded. Beijing let the yuan slip to the lowest in at least a decade. Global central banks signaled they're spooked about slowing growth by rushing to cut rates

Uncertain times ahead, EMs lack safety net: RBI governor Shaktikanta Das

The general government debt of AEs as a group has surpassed 100 per cent of gross domestic product (GDP), whereas the fiscal space is also constrained in many of these countries

Bond investors say emerging markets will suffer most in US, China trade war

Vanguard Asset Management expects riskier debt - such as that of Ukraine, Argentina and Indonesia - to be hardest hit by the turbulence

Hong Kong fund manager Rob Mumford bets big on emerging markets' stocks

Optimism around developing-market equities got a boost after the International Monetary Fund said last week

India to outperform poll-bound emerging markets in 2019

The election season in select EMs started on March 24 with Thailand heading into polls

The emerging factor in Indian markets

Besides macro-balances - current account and the fiscal gaps - of a number of EMs have shown remarkable improvement since the taper tantrum of 2013

Valuations attractive: JP Morgan paints rosy outlook for emerging markets

Both the US and China want a trade deal, and that would bring relief to the assets, including those in China

Long-term global economic outlook

India is set to benefit from its demographic dividend, whereas China is expected to slow tremendously

Stocks of emerging markets rise as talks between US & China boost sentiment

Investors hope the world's top two economies can strike a deal to ease their bruising trade war, which has cost both sides billions

Highest number of EMs will raise rates this year since 2006: JP Morgan

Between 2015 and early 2018 developing countries, big and small from Brazil and Russia to Armenia and Zambia slashed interest rates

US rate hikes, stronger dollar, trade war - biggest risks for EMs in 2019

Brent crude's plunge since early October to below $55 a barrel is bad news for many major developing economies, not the least Saudi Arabia

Lost money on emerging Asian markets? Be warned - 2019 may bring more pain

In what could be an unwelcome replay, risk assets are likely to remain at the mercy of the US-China trade war, a messy Brexit and rising US interest rates

Emerging markets to face credit crisis in 2019 over currency fall: Report

The crucial US-China relationship is likely to worsen significantly on US President Donald Trump's hardline approach to reduce bilateral trade deficit with China

Emerging markets reprieve may not last long; US rates, trade war pose risk

Investors will be carefully watching the US Fed after Chairman Jerome Powell wasn't as dovish as they'd hoped in comments that followed the central bank's interest-rate increase on Dec 19

Shift to tighter monetary policies in the West is weakening credit markets

Investors need to start focusing on how best to respond to a new crisis

Why stock valuations don't matter much in global emerging markets

Analysts' earnings estimates are all over the place. A better bet for 2019 might be picking the stocks hit hardest this year

With big powers pulling strings, emerging-markets will continue to bleed

The European Central Bank is tapping the brakes, and the Federal Reserve is raising interest rates further and faster than anyone else

How investors view Emerging Markets

Despite the recent dip, most investors do not view the broader Indian markets as particularly cheap

EMs in healthy economic shape, bulls start to outweigh the bears: Survey

But there are headwinds such as Federal Reserve's rate path, China's growth prospects amid an escalation in trade frictions with the US and rising oil prices

'Innocent bystanders': EMs struggle to cope with trade war, Fed rate hikes

The G24 statement, issued on the sidelines of the Bali meetings, said all emerging markets were "adversely affected" by excessive capital flow volatility