The Czech Republic, Turkey, and India are enjoying some cheery sentiment on growth prospects. Czech growth is outpacing forecasts on a consumer boom while Turkey stunned investors with surging GDP before politics torpedoed financial markets. And Delhi is sprinting…
A credit rating upgrade and tax reform in India is propelling local investor sentiment along with an equity market recovery while sentiment in Brazil points to renewed interest in Brazilian assets. The mood is more grim in Colombia on the public…
Thailand and Vietnam have come to terms with their new tariff regimes on exports to the US, and local investor sentiment is brimming, as is that of domestic investors in Mexico who are rallying behind the government’s success in rehabilitating oil giant Pemex. But the…
From rising investor confidence in Turkey and Vietnam to potential debt trouble brewing in Poland’s financial markets this week, EMAlpha’s Macro Monitor uses multilingual AI to track the current state of local sentiment…
The USD has weakened more than 9% year to date, providing broad support for emerging market currencies and also contributing to EM equity market outperformance of developed markets…
The Trump trade tariffs for the key Latin American markets of Mexico and Brazil were expected to hit hard, but both countries are feeling some relief after being spared, relative to other major trading…
With the prospect of a global trade war, fears of a coming recession in the US and a spike in market volatility everywhere, local investor sentiment for China has been resilient amid all the global uncertainty…
Negotiations with the IMF: The main point of discussion is the currency and monetary policy. The IMF considers the elimination of the “exchange rate restriction” and…
AI Agents are gaining momentum, but how do they differ from traditional Chatbots? In this article, we don’t just explain the difference…
Foreign companies held only 18% of the US$135 billion in TES bonds in circulation at the end of the year, a significant decrease from their previous position…