Selcuk Gokoluk
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Emerging-Market Stocks Sustain Recovery As Mideast Concerns Ease
Emerging-market stocks rose for a second day as the tensions in the Middle East appeared to ease and data from European economies showed stronger activity.
- Tuesday April 23, 2024
- Author: Selcuk Gokoluk
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Emerging-Market Stocks Sustain Recovery As Mideast Concerns Ease
Emerging-market stocks rose for a second day as the tensions in the Middle East appeared to ease and data from European economies showed stronger activity.
- Tuesday April 23, 2024
- Author: Selcuk Gokoluk
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Ashmore Counters Consensus With Big Bet On China Over India
Of the $6.5 billion invested in emerging equities, Ashmore has allocated 26% to China, while reducing India to less than half that.
- Thursday April 18, 2024
- Author: Selcuk Gokoluk
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Emerging Markets Selloff Pauses As Dollar Consolidates Gains
Emerging-market assets steadied as the US dollar and Treasury yields have consolidated gains, reducing pressure on riskier markets.
- Wednesday April 17, 2024
- Author: Selcuk Gokoluk, Srinivasan Sivabalan
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Emerging Markets Selloff Pauses As Dollar Consolidates Gains
Emerging-market assets steadied as the US dollar and Treasury yields have consolidated gains, reducing pressure on riskier markets.
- Wednesday April 17, 2024
- Author: Selcuk Gokoluk, Srinivasan Sivabalan
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Emerging Market Currencies Fall After U.S. Jobs Surprise Prompts Fed Repricing
Emerging-market equities fell as an oil-price spike driven by Middle East tensions brought back inflation concerns and a Federal Reserve official raised doubts whether the US central bank can cut interest rates this year.
- Friday April 5, 2024
- Author: Giovanna Bellotti Azevedo, Selcuk Gokoluk
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HSBC Says India Bonds Set for $100 Billion of Foreign Flows
Indian bonds are likely to attract about $100 billion of foreign inflows in the coming years, lured by the global bond index inclusion, according to HSBC Asset Management.
- Thursday January 25, 2024
- Author: Selcuk Gokoluk
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Bond Sales Hit Record Pace As Emerging Markets See Year Of Risks
Mexico was first off the block, kicking off the year with its largest ever bond sale.
- Monday January 8, 2024
- Author: Selcuk Gokoluk
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Everything Wall Street Got Wrong In 2023
Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. It didn’t play out as strategists expected.
- Friday December 29, 2023
- Author: Alexandra Semenova, Sagarika Jaisinghani, Liz Capo McCormick, Selcuk Gokoluk
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Everything Wall Street Got Wrong In 2023
Stocks were supposed to slump and bonds rally as the Fed drove the US into a recession. It didn’t play out as strategists expected.
- Friday December 29, 2023
- Author: Alexandra Semenova, Sagarika Jaisinghani, Liz Capo McCormick, Selcuk Gokoluk
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Goldman’s Painful 2023 Lesson On China Forces Rethink Of Emerging Markets
Strip out China, in fact, and emerging-market stocks have gained 16% this year, compared with just 4.4% for the MSCI emerging-market benchmark index.
- Tuesday December 26, 2023
- Author: Selcuk Gokoluk
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Morgan Stanley IM Won’t Give Up On ‘Decade Of Emerging Markets’
Emerging-market stocks are underperforming the US this year by the widest margin since 1987.
- Thursday December 21, 2023
- Author: Selcuk Gokoluk
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Morgan Stanley IM Won’t Give Up On ‘Decade Of Emerging Markets’
Emerging-market stocks are underperforming the US this year by the widest margin since 1987.
- Thursday December 21, 2023
- Author: Selcuk Gokoluk
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Emerging-Market Companies At Risk With $400 Billion Debt Due
Cracks are deepening for vulnerable emerging-market companies as global borrowing rates surge to the highest levels since the financial crisis, halting refinancing opportunities for $400 billion worth of a debt maturities coming due in the new year.
- Monday October 30, 2023
- Author: Selcuk Gokoluk
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Emerging-Market Companies At Risk With $400 Billion Debt Due
Cracks are deepening for vulnerable emerging-market companies as global borrowing rates surge to the highest levels since the financial crisis, halting refinancing opportunities for $400 billion worth of a debt maturities coming due in the new year.
- Monday October 30, 2023
- Author: Selcuk Gokoluk