Emerging Markets

Eurozone bond market akin to dotcom bubble?

There is a bubble in eurozone bonds similar to the dotcom bubble at the beginning of the century, a US-based economist warns

New infrastructure fund, project bonds on the menu for G20

Participants in the G20 meeting in September will receive proposals to kick-start a special fund for budding infrastructure projects, according to the head of a special task force
What emerging market currencies to buy

Although the environment remains "challenging" for emerging market foreign exchange, there are some buying opportunities, according to strategists
How to trade US Treasuries moves in emerging markets

With investors nervous about recent moves higher in US Treasuries yields, one strategist says this actually offers a "great opportunity" for emerging market debt
'On fire' US bank expands rapidly in Europe

Bank of America Merrill Lynch’s aggressive expansion in Europe is striking fear into its rivals, some of which are forced to cut their exposure

Haruhiko Kuroda, Bank of Japan governor

Turkey rating upgrade to boost stocks, bonds: analysts

The second upgrade to investment grade status for Turkey, although priced in, is still likely to give a lift to the country's stock market and to its bonds
'Unloved' EM equities 'one catalyst away from a rally'

Emerging market stocks remain "one of the most unloved" areas of global markets, but they might stage a rally, a survey of fund managers shows
EU commissioner warns on xenophobia

Virulent debate on immigration should be toned down, as EU citizens have the right to look for work in other countries, László Andor tells Emerging Markets
Democracy 'under siege' across CEE, warns ex-PM

The economic crisis has brought back authoritarian regimes in some countries in emerging Europe, experts say
Corporate bond issuance set to boom

A steep rise in corporate debt issuance has raised concerns of a bubble but a leading banker tells Emerging Markets there is no danger
Demand for loans is weak and poor quality: EIB

Banks in Eastern Europe face poor quality demand, with customers mostly interested in renegotiating loans, a survey shows
EBRD slashes growth outlook to 2.2%

The EBRD cuts its 2013 growth forecast by a third to just 2.2%, pointing directly to problems in Poland, Russia and Turkey

Features

RUSSIA: A bigger picture

In a contest for best macroeconomic management, Russia could lay claim to be the world's star performer. But it will have to make some changes
SLOVENIA: Too small to fail

It sprung into the spotlight when it was likened to Cyprus; but the small Alpine state is likely to pull through
HUNGARY: Not all plain sailing

Hungary has recently found itself in a sweet spot, with inflation falling and bond yields low. But this is too good to last, economists warn
CEE: In uncertain times

The long shadow of the eurozone crisis makes economic forecasting for emerging Europe extremely difficult. But there are some bright spots
SEMED: Waiting for the IMF

Investment in the newest EBRD members is likely to return only if agreements with the IMF are in place. For that, unpopular reforms are needed

STEPHEN KING: Blame the creditors, too

The creditors in the eurozone need to face up to their own blame, otherwise the breakdown of trust cannot be mended, says Stephen King
SUMA CHAKRABARTI: Eastern Europe needs to be brave

Countries in the region have made painful reforms but more efforts are needed to improve their chances of attracting foreign investment, says Suma Chakrabarti