Live Breaking News & Updates on வளர்ந்து வருகிறது சந்தைகள் சரி செய்யப்பட்டது வருமானம்

Stay updated with breaking news from வளர்ந்து வருகிறது சந்தைகள் சரி செய்யப்பட்டது வருமானம். Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.

EM Rates – No Deviations From Status Quo | Beyond Basic Beta Channel


By Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Brazil maintained the same pace of rate hikes (75bps) and guidance. Turkey remained on hold with a seemingly hawkish statement – but is it just lip service?
“More of the same” – The Brazilian central bank continued to frontload rate hikes, maintaining the same pace (75bps), same guidance (75bps), and the same reasoning (“partial normalization”). A less uncertain fiscal backdrop eased pressure on the central bank to act more aggressively in the near term. However, the real policy rate remains deeply negative (see chart below) – not the best setup against the backdrop of rising inflation.  The emerging narrative is that Brazil is on the road to redemption policy-wise – the central bank’s measured tightening would fit right in. ....

Czech Republic , United States , Natalia Gurushina , Morgan Stanley Capital International , Vaneck Research , Jp Morgan , Chicago Board Options Exchange , Institute For Supply Management , Chief Economist , Emerging Markets Fixed Income , Real Policy Rate Is Still Deeply , Purchasing Manager Index , Supply Management , Consumer Price Index , Producer Price Index , Personal Consumption Expenditures Price Index , Government Bond Index , Emerging Markets , Emerging Market Bond Index , Emerging Market Bond Index Global , Xchange Traded Funds , Stock Market , Eyond Basic Beta Channel , Actical Allocation Channel , செக் குடியரசு , ஒன்றுபட்டது மாநிலங்களில் ,

China Activity Gauges – Down But Not Out | Tactical Allocation Channel


By Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
China’s activity gauges slowed further in February, but this weakness is likely to be temporary. Activity gauges across EM showed a lot of divergence.
China’s activity gauges undershot expectations in February (see chart below), 
but there are good reasons to believe that 
the weakness is temporary. First, China’s manufacturing typically moderates during the Lunar New Year due to factory closures. But this year’s celebrations also coincided with the new COVID restrictions, exacerbating the seasonal pattern. Second, many high-frequency indicators (including energy production by six major power stations) already show improvements compared to January. Third, production and business expectations held on extremely well despite the second wave of the movement restrictions. Finally, the global trade is rebounding – as witnessed for example by increasing container supply from China ....

United States , South Africa , Czech Republic , Natalia Gurushina , Morgan Stanley Capital International , Jp Morgan , Chicago Board Options Exchange , Institute For Supply Management , Chief Economist , Emerging Markets Fixed Income , Lunar New Year , Emerging Markets , Purchasing Manager Indices , China Activity Gauges , Purchasing Manager Index , Supply Management , Consumer Price Index , Producer Price Index , Personal Consumption Expenditures Price Index , Government Bond Index , Emerging Market Bond Index , Emerging Market Bond Index Global , Exchange Traded Funds , Mo Ney , Stock Market , Tactical Allocation Channel ,

Brazil's Splitting Headache | Tactical Allocation Channel


By Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy
Brazil’s key near-term risk is that the emergency aid bill will be approved without compensatory measures. Mexico’s electricity bill raises further concerns about reforms’ rollback.
The approval of the emergency aid bill is the most important near-term driver for Brazil’s assets. Investors are realists, and they understand that the bill will most likely be watered down. What 
worries them much more is that the bill might be split into two parts―emergency spending and compensatory measures―which will be voted on separately. If the bill is approved without the compensatory measures,  ....

United States , Natalia Gurushina , Morgan Stanley Capital International , Jp Morgan , Institute For Supply Management , Chicago Board Options Exchange , Chief Economist , Emerging Markets Fixed Income , Purchasing Manager Index , Supply Management , Consumer Price Index , Producer Price Index , Personal Consumption Expenditures Price Index , Government Bond Index , Emerging Markets , Emerging Market Bond Index , Emerging Market Bond Index Global , Exchange Traded Funds , Mo Ney , Stock Market , Tactical Allocation Channel , Van Eck , ஒன்றுபட்டது மாநிலங்களில் , மோர்கன் ஸ்டான்லி மூலதனம் சர்வதேச , ஜ்ப் மோர்கன் , நிறுவனம் க்கு விநியோகி மேலாண்மை ,