The Credit Collapse in China
As the country’s real estate companies stumble, weak disclosure standards and contradictory communications are angering global bondholders and discouraging long-term investment in China. Dalian Wanda...
Tag: EM
A chaotic August for emerging markets
Developing economies are on track to experience their worst monthly losses since September last year, after the Central Bank of Nigeria revealed lower reserves than...
Could inflation do what the polls couldn’t: bring down Erdogan?
With the rise in food and energy prices, the pace of annual price increase climbed to 58.9% last month, up from nearly 48% in July,...
The world’s largest energy transition project: the (JETP) is in danger
The Just Energy Transition Partnership (JETP) is the most ambitious project signed between wealthy and developing countries. When Indonesia agreed last year to clean up...
China’s Youth and its President: A Ticking Time Bomb?
The West still hasn’t understood the philosophy of the leader of the world’s second-largest economy. While the U.S. government was sending checks to consumers during...
Chinese Banks at the Heart of the Recovery Plan
Chinese state banks are following the path set by the Chinese party, devoting a significant portion of their energy and margin to boost domestic consumption....
The BRICS Bloc: A Future Giant is Born
The term “BRIC” was coined in 2001 by economist Jim O’Neill at Goldman Sachs Group to highlight the strong growth rates in Brazil, Russia, India,...
India: a world of opportunity or a new systematic risk
The Rupee is on the brink of setting a new record low against the dollar, yet the Indian currency is faring much better than the...
A liquidity crisis in India sends interbank funding rates skyrocketing
The weighted average call rate, a day-to-day funding rate set by the central bank, rose to 6.78%, above the upper band of interest rates of...