22 Feb 2012
The decent - and sustained - pace of inflows into local currency emerging market debt year-to-date confirms the asset class's mainstream allure, according to Barclays Capital. But capital controls inhibit access for big-ticket investors.
21 Feb 2012
Hard currency and local currency EM equity returns have moved in lockstep over the past decade – suggesting little reason to hedge FX risk when investing
20 Feb 2012
The correlation between developed market equities has fallen dramatically year-to-date, a boon for the rally's prospects, according to Nomura.
20 Feb 2012
Emerging market stocks have been tracking developed markets more closely than ever in recent years – but this doesn’t have to stop them delivering better returns
20 Feb 2012
The eurozone is blowing up, central banks are forever blowing bubbles, markets are drunk on liquidity and the hangover will be the worst in living memory. Monday thoughts from Nomura's Bob Janjuah.
17 Feb 2012
Our selection of emerging markets-focused commentary on markets, economics and international policy, updated throughout the week
17 Feb 2012
Greek solvency woes, Chinese debt burdens and Middle East political risk. Markets have shrugged off these global headwinds year-to-date principally thanks to gigantic monetary stimulus from the ECB.
17 Feb 2012
Calls are growing for the US to give a non-US citizen a shot at leading the World Bank, following Robert Zoellick's decision this week to leave the post. Here's a partial round-up of the debate in the media.
16 Feb 2012
Sovereigns turning to sukuk to replace traditional financing is the lead story in our round-up of this week's articles on Emerging Markets Online
07 Feb 2012
Jordan's ambitious energy independence plans should be met with fiscal tightening at a time when Saudi-style stimulus demands have snowballed
07 Feb 2012
Recent financial crises have only reinforced the allure of piling up on FX reserves, a process that's delaying the rebalancing of global demand while adding to the stockpile of US Treasuries.
06 Feb 2012
EM sovereign dollar bonds have markedly under-performed their credit default swap cousins and comparable US corporates, possibly down to the fact Western banks face higher inventory charges.
06 Feb 2012
Government spending cuts could be one way to stem the currency appreciation tide in Latin America, says Capital Economics, but at a cost. Still, it will do little to reduce potential distortions in the financial sector
06 Feb 2012
A eurozone-induced global financial crisis could trigger a crash landing for the Chinese economy unless Beijing enacts a fresh stimulus, the IMF has warned.
03 Feb 2012
It feels like 2010 again: an EM currency rally, US angst over Chinese currency policy, and global 'currency war' fears.
03 Feb 2012
Can a Ben Bernanke/Wen Jiabao put save the global economy?
03 Feb 2012
Here's a crib-sheet charting London's role as an offshore trading centre for the renminbi. But don't confuse these market developments with making the Chinese currency fully convertible.
02 Feb 2012
Expectations are mounting that Brazil may intervene to stem recent sustained currency appreciation and inflows, raising fears of renewed currency and trade tensions across developed and emerging markets
01 Feb 2012
A cosy consensus has emerged that emerging market currencies can maintain their upward bias given strong liquidity conditions and attractive valuations.
01 Feb 2012
The IMF's decision to review whether China's currency is still "substantially undervalued" could prove a political bombshell given the US election season and the Fund's desire to tap Beijing for funding.
31 Jan 2012
Weaker Brent crude prices - especially in local currency terms - are likely to buoy Asia markets, and boost monetary easing. But it's a different story for EEMEA, according to a Bank of America report.
31 Jan 2012
Further liquidity operations by the US Federal Reserve and the European Central Bank won't directly result in a flood of capital to emerging markets, analysts suggest.
31 Jan 2012
The monetary policy/risk on-off dynamic holds the key as to whether EM currencies can continue their storming start to 2012.
27 Jan 2012
Our selection of emerging markets-focused commentary on markets, economics and international policy, updated throughout the week
27 Jan 2012
Markets are betting that EM central banks will cut rates in earnest, but their capacity to act remains constrained by ongoing concerns over currency, capital flows and inflation
27 Jan 2012
By announcing a 2% inflation goal, the US Federal Reserve appears to be following in the foosteps of long-standing emerging market inflation targeters at a time when many are increasingly tilting towards growth
26 Jan 2012
The US Federal Reserve has strongly hinted that it may sanction a further round of quantitative easing in the coming months, posing policy challenges for emerging markets
25 Jan 2012
IIF sounds alarm on Western bank retreat from emerging markets, as capital flows are forecast to fall to $746bn this year.
24 Jan 2012
The International Monetary Fund is the latest high-profile organisation to cut its EM growth outlook for 2012, but stopped short of a recession warning.
23 Jan 2012
Investors are betting on a slew of EM rate cuts this year but FX volatility and stubborn inflation might spoil the stimulus party
23 Jan 2012
The move by Israeli central bank governor Stanley Fischer, a renowned monetary policy prophet, sugggests further rate cuts across EM
20 Jan 2012
The apparent decoupling between asset markets – EM equities, in particular - and continued macro stress this week is a source of optimism for some and fear for others. Take your pick.
19 Jan 2012
Sell-side analysts are once again calling for emerging market equities to outperform, based on attractive valuations. Will they be right this time?
19 Jan 2012
The bulk of the $600 billion in new funds sought by the IMF will have to come from large emerging economies. It's do or die.
18 Jan 2012
A Lehman-type event in Europe or the US could shave more than 4% off GDP growth in developing nations, the World Bank has warned
16 Jan 2012
Goldman Sachs has forecast robust industrial commodity price growth in 2012, despite signs of a Chinese slowdown
09 Jan 2012
A slowdown across the emerging economies is all but inevitable in 2012, as policymakers grapple with both external and domestic pressures