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Country / Currency
- Egypt: Similarities and differences with Pakistan’s current crisis by Tellimer
- Kenya protests add risk to IMF programme by Tellimer
- Food: Wheat and Maize prices spike but well below Russia invasion peak by Tellimer
- Pakistan's external financing needs are lower but still severe by Tellimer
- Frontier Daily, 21 July: Fitch revises Kenya negative, EM down on US 10yr spike by Tellimer
- Food: India rice export ban another red flag for commodity prices by Tellimer
- Egypt: Further rate hikes are likely necessary by Tellimer
- Ghana: Rising food inflation prompts surprise 50bps policy rate hike by Tellimer
- Nigeria: Fuel subsidy removal proves a mixed bag by Tellimer
- Frontier Daily, 26 July: Gabon up on debt-for-nature swap, CBN hike undershoots by Tellimer
- Nigeria: Tinubu's to do list – more oil and tax, less political violence by Tellimer
- Niger's coup and uranium amid the ongoing scramble for Africa by Tellimer
- Kazakhstan tops IMF 2024 growth downgrades but at 3-5%, outlook is still strong by Tellimer
- Pakistan Strategy: The rally has legs by Tellimer
- Taiwan: Incumbent party pro-independence candidate is favourite for election by Tellimer
- Ghana: Few surprises in the mid-year budget review by Tellimer
- Rate cuts in EM: Who else cuts after Chile and with what risk? by Tellimer
- Frontier Daily, 2 August: High yield and long end leads EM spread widening by Tellimer
- Frontier Daily, 3 August: US downgrade sell-off, Brazil cuts, Lebanon rally by Tellimer
- India's communal violence restricted to small states (so far) by Tellimer
- The impact of less predictable US foreign policy in the Middle East by Tellimer
- US limits on investment in China Tech not as severe as feared by Tellimer
- Nigerian naira drops in parallel exchanges on calls for Binance ban by Tellimer
- Uzbekistan: Currency drops as weakness in China, Russia drags on export outlook by Tellimer
- Argentina: Shock victory for Milei in primaries will add to election uncertainty by Tellimer
- Debt restructuring with China: Review of pending cases by Tellimer
- Frontier Daily, 20 July: Turkey-UAE deal and rate decision, Ghana volatility by Tellimer
- Is Iran the next frontier market? by Tellimer
- Egypt: Circularity of FX liberalisation is difficult to square by Tellimer
- Has China’s position on debt restructuring shifted? Lessons and implications by Tellimer
- Frontier Daily, 24 July: Argentina nears IMF review, Ghana rate decision by Tellimer
- Wildfires less of a wildcard in climate change era for ESG in EM by Tellimer
- Frontier Daily, 25 July: China stimulus hopes, Argentina rally, rate decisions by Tellimer
- Armenia-Azerbaijan talks on Nagorno-Karabakh amid Russia's waning influence by Tellimer
- Egypt: Reforms slow-paced as Army keeps hold of the reins by Tellimer
- Frontier Daily, 27 July: DXY down post-FOMC, Bolivia gains, Ecuador losses by Tellimer
- Frontier Daily, 28 July: CBRT shake up, EM OAS down after key DM rate decisions by Tellimer
- Egypt needs more structural reforms to reduce the role of the state by Tellimer
- Frontier Daily, 31 July: Argentina IMF deal, Chile cuts, MENA eurobond losses by Tellimer
- Pakistan Economy: MPS - PR held at 22% with easing likely in 2HFY24 by Tellimer
- Frontier Daily, 1 August: Distressed bond rally, Ghana up 6.6%, EM FX weaker by Tellimer
- Chile: First rate cut of cycle sees FX losses & further unwinding of carry trade by Tellimer
- EM sovereign bond issuance falls to 12-month low in July as HY rally continues by Tellimer
- Venezuela: Opposition on the rise but fair elections still seem distant prospect by Tellimer
- Niger coup could spark a regional war with global backers by Tellimer
- Argentina's primaries: Three things to watch this Sunday by Tellimer
- Ecuador: Assassination of Presidential candidate – Initial thoughts by Tellimer
- Argentina: Investment implications of Sunday's primary elections by Tellimer
- Indonesia 2024 election more about competing personalities than policies by Tellimer
- Poland's shock rate cut prompts FX losses and bias accusations ahead of election by Tellimer