Global markets will experience increased volatility in 2024 as the Federal Reserve will cut interest rates fewer times than many investors anticipate, strategists at BlackRock Investment Institute said in a roundtable Tuesday. However, BlackRock, the world’s largest asset manager, continues to see equity opportunities in AI and technology stocks, particularly in the memory sector, with […]
Tag: emerging markets
Emerging-market credit to be constrained by US risks, Moody’s says
Emerging economies will continue to suffer from economic problems in the United States, which restrict their access to markets and raise financing costs, according to a report from Moody’s posted on Thursday. The combination of US monetary policy, tensions in the banking system and “the possible consequences of the stagnation of the debt ceiling” contribute […]
After a gloomy February, markets could experience the madness of March
Crazy March? After a euphoric January and a gloomy February, in which fixed income and equities plummeted as expectations of increases in interest ratesworld markets could undergo new oscillations. The 10-year US Treasury yield is about to end February up about 40 basis points for the month, its biggest monthly jump since September. In Europe, […]
The Decade of Emerging Markets Has Begun: Morgan Stanley IM
The fund manager is pulling money out of US stocks to increase its exposure to developing markets, according to jitania kandhari, deputy chief investment officer and director of macroeconomic research for emerging markets at Morgan Stanley IM. Stocks in developing countries have attractive valuations and economies like India are poised for better growth than the […]
Fed tightening no longer spells doom in emerging markets
Hardliners to control inflation are about to get what they want from the Federal Reserve, which, in turn, means that the emerging markets you are about to receive what you have traditionally feared. The prospect of interest rate hikes in the United States, which the Fed promises to make this year and next, has generally […]
Titans bet on Latin American energy corporate debt
Bond market titans, including T. Rowe Price Group Inc. and Invesco Ltd. confident that Latin American corporate debt from the oil, gas and financial sectors will perform well this year, despite electoral risk and fiscal challenges region of. Samy Muaddi, Portfolio Manager, Debt Strategy emerging markets of T. Rowe, said that the best operation in […]
Strong issuance of Latin American debt could weigh on the future
Latin America It appears to be on track to become the developing world’s largest issuer of new debt next year, a step that some strategists say could sow the seeds of future turmoil in the region. Nations in the region are projected to issue about $ 38 billion in bonds in 2022, more than any […]
Bank investment chiefs eye China and emerging markets cautiously
Updated on 12/06/2021 01:12 pm Market volatility and uncertainty about China’s indebted real estate sector have led banks’ investment chiefs to be cautious about their assets, when there is broader nervousness about emerging markets as a whole. “I would take a ‘wait and see’ approach in emerging markets,” Credit Suisse global chief investment officer Michael […]
Emerging markets will face “double whammy” in 2022, Citi says
Updated on 12/01/2021 09:57 am Emerging markets will face a “double hit“In 2022, caught between limited growth and reduced risk appetite as a result of the monetary tightening, said David Lubin, Citi’s head of emerging markets economics. “Growth in emerging markets will be affected by a variety of reasons related to weakening growth in external […]
Inflation is killing the dollar carry trade in emerging markets
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The temporary improvement for dollar-funded emerging market carry trades appears to be over, as a pick-up in US inflation makes the outlook increasingly treacherous. A Bloomberg index of these bets has fallen more than 4% in the past two months, the biggest drop since March 2020 for a strategy of borrowing in dollars and investing […]