EM Meta-Forecast: Q2 2025
Emerging markets got off to a strong start this year but trade volatility will have a profound impact on their prospects for the rest of 2025
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Global tightening cycle begins to lose steam across the developing world
As the concern around global tightening reached a pitch, Australia – traditionally a leading indicator for bond markets – supercharged the debate
OPEC+ cut forces US to consider negotiation over Venezuelan oil industry
Opec+ cut forces US to consider negotiation over Venezuelan oil industry. The Biden Administration is negotiating with Caracas to loosen
Bolsonaro’s surprise performance calms market concern of Lula’s return
Brazil’s right-wing incumbent President Jair Bolsonaro won 43% of the vote in last weekend’s general elections, surprising pollsters
Emerging Markets face record outflows amid global turbulence
Emerging markets have seen a record $70 billion in outflows as rising interest rates and a strong dollar ratchet up
Interview: Shinta Kamdani, B20 Chair
Last week, Noah Berman caught up with Shinta Kamdani, the chair of B20 Indonesia, a summit that connects global business
Multi-year drought dashes Argentina’s food-export hopes
A third year of drought in Argentina has drastically reduced wheat production, threatening the country’s ability to supply anemic
Investors balk as Petro takes aim at Colombian extractive industries
The government of Colombian President Gustavo Petro is moving forward with new taxes on oil and coal companies in the
Protests march towards Islamabad as Pakistan’s political crisis escalates
A protest march led by Pakistan’s former prime minister Imran Khan began its journey from the eastern city of
US escalates sanctions on Ortega’s Nicaragua
The Biden Administration ratcheted up sanctions on Nicaragua as the country’s strong growth undergirds what the US calls the
Wall Street debates whether to “buy the dip” in emerging market equities
Two of Wall Street’s biggest banks are divided over their expectations for emerging-market equitiesfollowing a rout that has erased
Deepening crisis forces Ghana to backtrack on promises and restructure foreign debt
Amid a fragmenting political environment, Ghana has reversed previous promises and proposed a 30% “haircut” on foreign debt. The restructuring
FTX collapse undermines Bahamas’ regulatory credibility and diversification strategyÂ
Cryptocurrency exchange FTX’s collapse has hit the Bahamas’ hopes for development and diversification after the country bet big on