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Emerging Markets

All articles tagged with #emerging markets

'The Big Short' Veterans Predict Major Macro Bet for 2026

Originally Published 14 days ago — by Business Insider

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Source: Business Insider

Three veteran traders from 'The Big Short' era, Danny Moses, Vinny Daniel, and Porter Collins, are all betting on a significant decline in the US dollar by 2026, with a focus on gold and emerging markets like China and Brazil as key investment themes, reflecting a cautious outlook for the macroeconomic landscape.

Market Turmoil: AI and Tech Stocks Face Uncertainty Amid Broader Economic Concerns

Originally Published 2 months ago — by Business Insider

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Source: Business Insider

Legendary investor Mark Mobius warns of a potential 40% correction in AI stocks due to high valuations and excessive spending, but suggests investing in emerging markets, which have outperformed the US market this year, as a promising alternative.

Africa's Gold Boom: Central Banks and Refineries Drive Economic Growth

Originally Published 2 months ago — by Bloomberg.com

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Source: Bloomberg.com

The surge in gold prices is benefiting emerging markets like Ghana, South Africa, and Uzbekistan by boosting their economies, improving credit ratings, and attracting investor confidence, while also reflecting a broader shift away from US dollar dependence amid global economic uncertainties.

Private Credit Shifts Focus from West to Emerging Markets

Originally Published 3 months ago — by Reuters

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Source: Reuters

Private credit is increasingly shifting from developed Western markets to emerging markets, driven by investors seeking higher yields and the saturation of developed markets, with private lenders funding large projects like Angola's new fuel refinery and expanding their presence in sectors such as infrastructure and sovereign debt, despite concerns over risks and opacity.

Global Stablecoin Adoption and Its Impact on the Economy

Originally Published 4 months ago — by AMBCrypto

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Source: AMBCrypto

Stablecoins are diverging in use and regulation between developed and emerging markets, with the U.S. focusing on regulated, yield-bearing instruments under the GENIUS Act, while in emerging markets they serve as vital tools for remittances, currency stability, and corporate treasury, highlighting their evolving role in global finance.

U.S.-Vietnam Trade Deal Signals Shifts in Global Tariff Strategies

Originally Published 6 months ago — by CNBC

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Source: CNBC

The U.S.-Vietnam trade agreement, which reduces tariffs to 20% from 46%, highlights ongoing trade tensions and suggests that tariffs may increase for other countries, especially in emerging markets like Thailand and Malaysia, while complicating negotiations with the EU. The deal also introduces a 40% duty on transshipped goods, reflecting concerns over trade practices like transshipping, and indicates a potential wave of similar agreements in the near future.

BRICS' Global Ambitions and Challenges Amid Geopolitical Tensions

Originally Published 6 months ago — by DW

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Source: DW

BRICS, a coalition of fast-growing economies including Brazil, Russia, India, China, and others, is expanding rapidly and aims to challenge Western dominance by promoting trade, financial independence, and a multipolar world order, though internal divisions and geopolitical tensions pose challenges to its future growth.

Dollar Surge and Disappointing China Stimulus Weigh on Asian Markets

Originally Published 1 year ago — by Financial Times

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Source: Financial Times

The US dollar's recent surge has led to the largest decline in emerging market (EM) currencies in two years, with a JPMorgan index showing a 5% drop over the past two and a half months. This decline is driven by expectations of US trade tariffs and fiscal policy changes under President-elect Donald Trump, affecting currencies like the Mexican peso and China's renminbi. The sell-off has also impacted carry trades and is compounded by country-specific issues in nations like China and Brazil. Analysts note a lack of positive economic stories in EMs, contributing to the trend.