Tags » Capital Flows

Dear EM: All Your Current Account Are Belong To Us

“Almost $260 billion worth of sovereign and corporate bonds — nearly a tenth of outstanding emerging market (EM) debt — is in… 801 more words

Capital Tug of War

As most of you know I continue to expect very volatile markets in 2015 with wild price swings in both directions. I wanted to share some thoughts on what’s likely to drive this volatility from a macro perspective. 984 more words

SPX

How will the downfall in Russia affect Turkey?

Russian economy has been facing real problems recently and is forecasted to contract by around 4.5% should oil prices remain low. The main problems faced by the country include falling oil prices, capital outflows, currency market pressures and potentially, weakening of foreign currency reserves. 274 more words

Oil

Sub-Saharan Africa: Gold in eastern Ghana

The emergence of the gold trade in Africa has led to a major influx of FDI (Foreign Direct Investment) into primary commodity exporting countries, and Ghana has been central to this transformation. 156 more words

Russian Roulette, reloaded.

European attention will be back to Russia and Ukraine this week, as sanctions are reviewed.  In the meantime, important changes have taken place. European FDIs and loans to Russian borrowers have started to dry up, while lending from China has reached new highs, raising important questions about the effectiveness of measures supposed to restrict Moscow’s room of maneuvre in seeking access to capital. 1,126 more words

Economics/Economia

(What's Left of) Our Economy: New Brookings Study Debunks (Only Some) Foreign Investment Myths

The Brookings Institution deserves two real cheers and a Bronx cheer for its new report on how well American states and localities are doing in attracting and retaining direct investment from abroad – the kind that’s spent on productive facilities, like factories and labs, as opposed to purely financial assets, like U.S. 558 more words

{What's Left Of) Our Economy

China's export dilemna

Growth in value of exports from China has slowed to single figures since 2012. It will be difficult sustain current GDP growth if this trend continues. 774 more words

US & Canada