By
Tatiana Orlova
February 08, 2021
In: Hive Exclusives |
Economics
Emerging Markets
Oil
February 08, 2021
Summary Russia’s economy is gaining traction, bolstered by vaccine rollout. But local assets have underperformed with the threat of sanctions following the…
By
Caroline Grady
January 21, 2021
In: Hive Exclusives |
Economics
Emerging Markets
January 21, 2021
Summary Accelerating capital inflows through Q4 2020 were a key driver of EMFX. We expect inflows will remain strong in Asia driven…
By
Caroline Grady
September 29, 2020
In: Hive Exclusives |
Emerging Markets
FX
Monetary Policy & Inflation
September 29, 2020
Parts of emerging markets are starting to see rising inflation. This is the result of earlier currency depreciation, supply-side disruptions and rising…
By
Phil Suttle
September 14, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
September 14, 2020
The response of global goods trade to the Covid-19 crisis has been relatively benign Chinese exports have recovered; the country is leading…
By
Alina Eidt
September 04, 2020
In: Hive Exclusives |
Credit
Emerging Markets
September 04, 2020
African Sovereign Eurobonds have lagged the broader EM rally Debt sustainability must be assessed on a country-by-country basis Transparency and financial innovation…
By
Caroline Grady
September 03, 2020
In: Hive Exclusives |
Emerging Markets
FX
September 03, 2020
New highs in India’s basic balance should support further INR strength Currency strength remains at odds with a very weak macro outlook…
By
Bilal Hafeez
August 20, 2020
In: Hive Exclusives |
Emerging Markets
FX
August 20, 2020
USD/KRW has stabilised around 1185 – its post-COVID lows – in recent weeks. This comes even as Korea faces a second wave…
By
Phil Suttle
August 20, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
Monetary Policy & Inflation
August 20, 2020
• Global inflation fell sharply in the early months of the Covid-19 crisis, mainly because of oil • Core inflation fell most…
By
Rajeeb Pramanik
August 13, 2020
In: Hive Exclusives |
Emerging Markets
FX
Monetary Policy & Inflation
August 13, 2020
Turkish policymakers have returned to the populist policies of yesteryear that pushed the country to the brink in 2018, when inflation surged…
By
Bilal Hafeez
August 11, 2020
In: Hive Exclusives |
COVID-19
Emerging Markets
FX
Monetary Policy & Inflation
August 11, 2020
We were delighted to have serving Governor of the State Bank of Pakistan (2019-current) and 18-year veteran of the IMF Dr Reza…
By
Bilal Hafeez
August 10, 2020
In: hive-podcasts |
Economics
Emerging Markets
FX
Monetary Policy & Inflation
August 10, 2020
[applepod pod=id1502904619?i=1000487665877] In this episode, I talk with Governor Dr Reza Baqir who became the 20th Governor of the State Bank of…
By
Bilal Hafeez
August 06, 2020
In: Hive Exclusives |
Emerging Markets
FX
August 06, 2020
USD/INR has struggled to break below 74.50 over the past month even as the dollar (DXY) has weakened. This reflects a broader…
By
Bilal Hafeez
August 06, 2020
In: Hive Exclusives |
Emerging Markets
FX
August 06, 2020
The Taiwan dollar (TWD) has recently started to show some strength – it was up almost 1% against the dollar in the…
By
Bilal Hafeez
July 31, 2020
In: hive-podcasts |
COVID-19
Emerging Markets
Investment Strategy
July 31, 2020
[applepod pod=id1502904619?i=1000486726704] In this episode, I talk with Edward Misrahi. Edward is the CIO and Founder of Ronit Capital – a leading…
By
Caroline Grady
July 30, 2020
In: Hive Exclusives |
Economics
Emerging Markets
FX
July 30, 2020
The forthcoming US Treasury FX manipulation report will probably add several Asian countries to its watchlist. It may even go so far…
By
Caroline Grady
July 23, 2020
In: Hive Exclusives |
Economics
Emerging Markets
FX
July 23, 2020
- CNY appreciation to continue despite mixed signals on recovery - C/A dynamics support INR, but economic outlook remains weak - Gloomy…
By
Phil Suttle
July 21, 2020
In: Hive Exclusives |
COVID-19
Economics
Emerging Markets
July 21, 2020
The Fragile-5 recovered quickly from the capital flow shock in March, and rates have fallenThe yield decline reflects a steep markdown in…
By
Bilal Hafeez
July 20, 2020
In: Hive Exclusives |
Emerging Markets
FX
July 20, 2020
G10 FX momentum strategies have delivered poor returns over the past decade.Part of this could be due to a lack of diversification;…
By
Bilal Hafeez
July 15, 2020
In: Deep Dives |
Emerging Markets
FX
July 15, 2020
‘Emerging’ Asia economies are now as large as advanced economies, yet investors continue to show bias towards trading developed markets.At the same…
By
Bilal Hafeez
July 14, 2020
In: Hive Exclusives |
COVID-19
Emerging Markets
FX
Monetary Policy & Inflation
July 14, 2020
We were delighted to have former RBI governor (2013-2016) and former IMF chief economist (2003-2006) Raghuram Rajan as our podcast guest last…
By
Bilal Hafeez
July 10, 2020
In: hive-podcasts |
Economics
Emerging Markets
Monetary Policy & Inflation
July 10, 2020
[applepod pod=id1502904619?i=1000484063584] This episode is sponsored by SGX – the largest Asian FX exchange. In this episode, I talk with Raghuram Rajan.…
By
Mirza Baig
July 06, 2020
In: Hive Exclusives |
Emerging Markets
Monetary Policy & Inflation
Rates
July 06, 2020
Indonesia’s finance minister and Bank Indonesia’s (BI) governor have announced a ‘burden sharing’ plan to fund part of the government’s fiscal stimulus.…
By
Rajeeb Pramanik
July 02, 2020
In: Hive Exclusives |
Economics
Emerging Markets
July 02, 2020
[Bearish Brazil] The Brazilian economy is sliding into a deep recession: it has begun to contract even in nominal terms for the…
By
Rajeeb Pramanik
June 18, 2020
In: Hive Exclusives |
Emerging Markets
Monetary Policy & Inflation
June 18, 2020
Global asset purchases under Quantitative Easing (QE) could top $6 trillion in 2020, Fitch Ratings estimates – three times the previous peak in 2013…
By
Caroline Grady
June 18, 2020
In: Hive Exclusives |
Economics
Emerging Markets
June 18, 2020
Deteriorating C/A positions are beginning to raise concerns over currency performance in some emerging markets. Lockdowns have triggered an…
By
Mehdi Farooq
June 09, 2020
In: Podcast Playlists |
Credit
Economics
Emerging Markets
June 09, 2020
Kenneth Rogoff thinks that it was an appropriate move to increase debts levels to sustain the economy during the pandemic. He does not see the…
By
Caroline Grady
May 28, 2020
In: Hive Exclusives |
COVID-19
Emerging Markets
Monetary Policy & Inflation
May 28, 2020
We were delighted to have Alfonso Prat-Gay, Argentina’s former central bank governor (2002-2004) and finance minister (2015-2016) as our podcast…
By
Mehdi Farooq
May 27, 2020
In: Deep Dives |
COVID-19
Emerging Markets
Geopolitics
Sustainability & Social Issues
May 27, 2020
When President Trump suggests that injecting disinfectant could cure COVID-19 both health experts and the disinfectant manufacturers quickly came…
