Emerging markets

Emerging market stocks hit record as investors assess factory data, Mid-East peace prospects

MSCI index of EM stocks rises 1.4% as tech-heavy bourses in Taiwan and South Korea climb to a record

The energy shock from the Strait of Hormuz's closure has not led to a collapse of Pakistan's public finances. There is no currency crisis, either.
THE BOTTOM LINE

Pakistan is defying some long-held investing myths

Islamabad’s unlikely role as a broker of peace in the Gulf has put it back on institutional investors’ radar

In a crowd of investing advisers, Mark Mobius (seen here in 2017) was distinctive in part for his impeccably shaved head, which inspired the nickname Bald Eagle.
OBITUARY

Mark Mobius, emerging markets investing pioneer, dies at 89

He was an evangelist for money-making opportunities in Africa, Asia, Eastern Europe and Latin America

IMF managing director Kristalina Georgieva speaking ahead of the IMF/World Bank's spring meetings, says "there will be no neat and clean return to the status quo".

IMF warns of stagflationary shock ahead

It estimates that even if the US-Iran ceasefire holds, countries may need around US$20 billion in bailout support

The IMF estimated that external portfolio debt liabilities averaged about 15% of gross domestic product in emerging markets.

Hot money increasingly dominates emerging markets financing, raising risks: IMF

Sudden outflows could trigger sharp currency drops and widen sovereign spreads

An Israeli artillery unit firing towards Lebanon on Mar 17. Emerging and Asia-focused markets have fallen some 5% to 9% since the crisis erupted on Feb 28.
RETHINKING MATTERS

The Iran war: Will it stay? Or will it go now?

The longer the conflict drags on, the worse the outcome for both the global economy and global markets

Investors added US$12.6 billion to emerging-market stocks and bonds in the week through Wednesday, according to a Bank of America report, citing EPFR Global data.

Iran conflict puts the emerging-markets revival to the test

[NEW YORK] THE war in Iran has dealt a blow to one of Wall Street’s favorite trades – emerging markets.

South Korean stocks on Thursday added another 3.8%, having already leapfrogged French and German markets to become the ninth largest in size globally.

World’s top money managers favour emerging markets, Citi says

The shift is a consequence of policy uncertainty and blowout fiscal deficit in the US