As smartphone penetration in emerging markets rapidly intensifies, business is increasingly taking place through online platforms.
As the middle class expands and discretionary incomes rise, emerging markets are feeling more strongly the impact of the web and mobile technologies.
In recent years, emerging markets have experienced rapid economic growth compared to developed markets.
In the previous articles of this series, we discussed population and economic growth as the two major drivers leading to a rise in emerging markets (EMQQ).
Achieving higher returns amid the rising market volatility, record-low interest rates, and global uncertainties is a huge challenge for investors.
EDL Capital is bullish on the US dollar compared to the euro and the yen. Langlade says the yen could fall 125 to 130 to a dollar in the first 100 days of the Trump administration.
With Trump’s perceived warmth toward Russian President Vladimir Putin, the possibility of Russian economic sanctions being removed has emerged.
Investors looking for opportunities in fallen angel bonds can look at the VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).
Hungary’s credit upgrades to “investment-grade” (FLTR) opened doors for investors tracking low-risk benchmarks.
Although Hungary and Turkey credit spreads were at similar levels and generally moved together through 2014, these spreads began to diverge in early 2015.
The Turkish lira plunged to record lows against the dollar following its downgrade by Moody’s and S&P, who cited increased political instability as well as geopolitical stresses and turbulence.
In recent years, emerging market (EMLC) (HYEM) ratings have improved considerably due to the strengthening macroeconomic framework as well as years of reforms.
Banks saw a rise in term deposit accounts since the demonetization. As a result, commercial banks sharply reduced their deposit rates.
Due to the expected fall in inflation, the RBI will likely undertake more cuts in the repo rate. These rate cuts will aim to boost consumption.
The demonetization that has been in effect since November 9 is expected to have a negative impact on inflation. Consumer spending activity almost stopped.
The demonetization of the 500 rupee note and the 1,000 rupee note will likely hit the Indian economy hard in the short term.
In her speech at the Jackson Hole Economic Symposium, Fed chair Janet Yellen expressed optimism about another rate hike in the United States.
Regarding gross government debt, emerging markets have positioned themselves better compared to developed markets.
Emerging market economies have bounced back in 2016, delivering strong economic growth with improved fundamentals and better capital management.
Investors with higher risk appetites may want to shift their focuses to emerging market bonds, as most developed market bonds are trading at negative yields.