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Weak lira will reflect Turkish election fears

Location:

EUROPE/TURKEY

Increased uncertainty in financial markets, following the US Federal Reserve's decision in September to delay tightening monetary policy because of concerns about China's economy…

PiS policy shift puts Polish markets under strain

Location:

POLAND

However, the unexpected downgrade of Poland by Standard & Poor's (S&P) on January 15 has focused attention on the financial and economic policy stance of the Law and Justice (PiS…

The dollar will determine emerging market asset moves

Location:

INTERNATIONAL

Emerging market asset gyrations.

Market volatility will test Hungary's policy regime

Location:

HUNGARY

Despite mounting pressure on Hungarian assets, partly stemming from the Greek crisis, and the end in May of a long spell of deflation, the Hungarian National Bank (MNB) expects to…

Turkish markets will suffer fallout from failed coup

Location:

TURKEY

S&P is concerned that the political fallout from the failed July 15-16 military coup will make it more difficult for the country to meet its large external financing requirements…

Markets will be wary of Hungary despite rate rise

Location:

EASTERN EUROPE

Although the MNB has struck a more hawkish tone and has raised rates more sharply than expected -- the latest increase is the largest since 2008 -- it has a track record of…

Asia ‘ex-China’ investment will struggle for traction

Location:

ASIA

There is sizeable demand for financial assets and products in Asia that exclude China. However, investor expectations that the US Federal Reserve (Fed) will not cut interest rates…

Hungary's return to investment grade is likely in 2016

Location:

HUNGARY

Moody's, another agency which also rates Hungary one notch below investment grade, has just raised its outlook on Hungary's rating to 'positive' from 'stable'. Hungary's…

Central European local investors will hold on to bonds

Location:

CENTRAL EUROPE

The lira’s collapse is fuelling outflows from Turkey’s local currency government debt market, as foreign investors reduce their purchases of emerging market (EM) domestic debt…

Policy risks will dog Europe's emerging markets

Location:

EUROPE

Political and policy risks in Emerging Europe.