Our selection of emerging markets-focused commentary on markets, economics and international policy, updated throughout the week
The East African ride to Middle Income - Africa Can End Poverty (World Bank blogs)
Global Monetary Relief From Asia - Economonitor
China: investing too little? - Beyond Brics
Most of the talk, in the markets and among policymakers, is about growth but strategists at HSBC say emerging markets investors should actually look at inflation
Although the environment remains
A deal by a Brazilian company beat previous emerging market bond records by issuing a multi-billion bond that was four times over-subscribed
With investors nervous about recent moves higher in US Treasuries yields, one strategist says this actually offers a
Emerging market stocks remain
There is a bubble in eurozone bonds similar to the dotcom bubble at the beginning of the century, a US-based economist warns
Debt levels are still too high and some are rising again. Equities and bonds sell at dangerously high prices. The conditions required for another crisis are with us.
Andrew Smithers, Economist
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