Know What's Happening in Emerging Markets
Know What's Happening in Emerging Markets
Taiwan Secures New LNG Supply Commitments Amid Middle‑East Tensions
Taiwan’s economy minister said a major LNG‑producing country has pledged to meet the island’s natural‑gas needs and will provide extra cargoes on request. The agreement with the United States adds a delivery of 1.2 million tonnes of LNG each year, diversifying Taiwan’s import mix as the Iran war threatens Middle‑East supplies.
The CBO projects publicly held U.S. debt will surpass 106% of GDP by 2030 and reach 120% by 2036. Average Treasury interest rates are expected to climb to 3.9% by the end of the forecast, outpacing nominal GDP growth that falls to 3.8% in 2027. Rising interest costs could double to $2.1 trillion by 2036, potentially triggering a debt spiral. Legal challenges to Trump-era tariffs could further inflate deficits and debt levels.
Cognitive warfare isn’t coming—it’s here. Some Western political leaders are being used to weaken alliances, disrupt decision-making, and fragment institutions. Swipe to see the key predictions, and visit davidmurrin.co.uk for the full analysis. #Geopolitics #NationalSecurity #Russia #China #Strategy
The Indian cabinet has approved the nation’s first underwater road‑rail tunnel, to be constructed in Assam across the Brahmaputra River. The project will link Assam with Arunachal Pradesh and Nagaland, streamlining freight movement and lowering logistics costs. Officials say the...
This weekend’s reads dissect the shifting geopolitics of NATO under Trump’s “quiet‑quit” strategy, the erosion of U.S. reliability among European allies, and Germany’s push to become Europe’s new defense hegemon. They also examine the economic fallout of Trump’s expansive tariff...
Macro: PE flows target Indian NBFCs. RBI cleared Bain's up to 41.7% in Manappuram; ₹43.85bn injected. Risk: regulatory scrutiny. Trading insight: buy Manappuram on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
India has approved a $1.1 billion state‑backed venture capital fund aimed at deep‑tech and advanced manufacturing startups. The fund of funds will channel government capital through private VC firms, building on a 2016 program that invested over $2.8 billion in 1,370 startups....
New data from Agile Data Solutions shows 68% of single Filipinos are single by choice, a trend the firm calls "Intentional Singlehood." Respondents cite personal, career, and financial goals as primary reasons, while Valentine’s Day elicits neutral feelings for two‑thirds...
The Nifty Can Crash to 19000 due to Global Macros - Prepare Now - Hindi ... https://t.co/gKdPPrx6C6 via @YouTube The video discussed the current market setup, IT sector view, which sectors are the weakest. Why we got here and where...
The Ibaraki Prefectural Government showcased Tsukuba’s Cutting‑edge Research Park at SEMICON Japan 2025, highlighting its role as a new hub for semiconductor R&D. The park hosts TSMC’s first overseas research and development facility within AIST and sits alongside 29 national...
China is projected to supply roughly one‑third of the world’s ammonia by 2030, cementing its role as the dominant producer and consumer. Strong agricultural demand for nitrogen‑based fertilizers and a broad industrial base, from steel to plastics, underpin this growth....
Saudi Arabia has appointed Fahad Al‑Saif as the new investment minister, replacing Khalid Al‑Falih who moves to a minister‑of‑state role. Al‑Saif previously led the Investment Strategy and Economic Insights Division at the Public Investment Fund, shaping long‑term capital allocation. The...
Saudi Water Partnership Company has rebranded as Sharakat to underscore its expanding public‑private partnership (PPP) role in the kingdom’s water sector. The change aligns with Saudi Arabia’s National Privatisation Strategy, which aims to secure more than $64 bn in private‑capital water...
The Cabinet Committee on Economic Affairs approved highway projects worth over Rs 11,000 crore across Maharashtra, Gujarat and Telangana. Maharashtra will upgrade a 154.6‑km stretch of NH‑160A for Rs 3,320.38 crore, Gujarat will build a 107.67‑km 4‑lane segment of NH‑56 for Rs 4,583.64 crore, and Telangana...
U.S. Secretary of State Marco Rubio delivered a sweeping address at the Munich Security Conference, urging a renewed, values‑based transatlantic partnership. He blamed de‑industrialization, unchecked migration, and climate‑policy mandates for eroding Western sovereignty and called for a joint push to...
Adani Ports and Special Economic Zone (APSEZ) says the Western Dedicated Freight Corridor (DFC) will not erode cargo volumes at its flagship Mundra Port. The company cites Mundra’s deep draft, faster vessel turnaround and integrated logistics ecosystem as structural advantages...
Japanese and British automakers Honda and Toyota have warned that the European Union’s proposed “Made in Europe” plan could limit their market access. The initiative, driven by EU Executive Vice‑President Stephane Sejourne, seeks to curb cheap Chinese imports and boost...
This episode of Week Signals examines why Europe, often dismissed as stagnant, is actually a strong investment "unicorn" despite its self‑deprecating narrative. It contrasts the bleak rhetoric from Munich Security Conference speakers with data showing European equities outperforming US markets,...
Union Minister Piyush Goyal warned that India’s rapidly expanding energy demand requires a broader base of crude oil suppliers. He argued that additional sources are essential to keep import prices competitive and to shield the economy from supply shocks. The...
The Indian cabinet approved a Rs 1 lakh crore Urban Challenge Fund (UCF) to drive market‑led urban infrastructure over the next five years. The fund offers 25% central assistance, requiring cities to raise at least 50% of project costs from bonds, loans or...
Andhra Pradesh unveiled its FY 2026‑27 budget at ₹3.32 lakh crore, marking a roughly 8% increase over the previous year. The plan earmarks substantial allocations for women‑focused initiatives, government employee welfare, health infrastructure, and agricultural support. Health spending is set to rise 15%,...
African tech startups repeatedly waste capital because founders lack reliable market data, leading to costly pivots and failures. The continent’s ecosystem raised $4.1 billion in 2025, yet 54% of startups still collapse, reflecting a multi‑billion‑dollar information gap. Prediction markets—already familiar through...
France and Germany, through the French Development Agency and Germany's KfW Development Bank, have launched a Sh7.2 billion (€46.85 million) programme to digitalise Kenya’s technical and vocational education and training (TVET) institutions. The initiative follows a recent Kenya‑EU partnership agreement and aims...
South African rates are restrictive. The real policy rate is the highest it’s been in 20 years, and they expect growth. They are suffocating the economy with high real rates. However, we can expect more rate cuts throughout the year,...
KPMG’s new report urges India to move from a scale‑driven growth model to one focused on productivity as it targets a Viksit Bharat by 2047. It outlines ten priority areas, including deepening manufacturing, upskilling a youthful workforce, modernising MSMEs, and...
After weeks of protests triggered by the Lagos State Government’s demolition of parts of Makoko’s stilt settlement, a five‑point agreement was signed to halt further construction, establish a community compensation committee, define regeneration boundaries, design a resident‑focused Water City project,...
Malaysia’s Economic Outlook & Risks Full-year performance exceeds government’s upper ceiling based on 4Q 2025 data Outperformance —► Hawkish BNM bias. Chatter of tougher operating conditions on the ground, especially for micro, small and medium enterprises (MSMEs) including F&B sector are leading many...
How rich-country advantages compound. More than twice the share of young people in poor countries are not in employment, education or training. This and more insights in today's Chartbook Top Links. https://t.co/pokvStfn3w
IDB Invest announced that Sustainability Week 2026 will be held May 26‑28 in Bridgetown, marking the first time the event takes place in the Caribbean. The three‑day forum will convene investors, companies and project sponsors to showcase investment‑ready opportunities in resilience, infrastructure,...
#IranWatch🇮🇷: Today, I measure Iran’s inflation at a PUNISHING 81.5%/yr. That's the world's SECOND HIGHEST INFLATION RATE. I remain the only reliable source of inflationary measures in Iran. https://t.co/HcSee4i4O2
During 2025, Chinese exports to the EU jumped by 6.3%. TRUMP'S TARIFFS = EU PIVOTS TOWARDS CHINA. https://t.co/tkz6F9xAsN
The Reserve Bank of India issued final guidelines allowing banks to fund acquisitions only when the acquirer already controls the target and seeks to increase its stake from 26% to 90%. Borrowers must have at least ₹500 crore net worth, three...
My take on PM Modi's clever move to reduce India's punishing tariffs and non-tariff barriers: "Modi used the tariff threat from Trump as cover to push for free trade between India and other countries." MODI = SMARTER THAN YOU THINK. https://t.co/aTUbO8em04
1/5 Reuters: "The EU's trade surplus kept shrinking, data showed on Friday, as tariffs weighed on exports to the U.S. and rising Chinese imports crowded out domestic production, highlighting existential threats to the bloc's economic model." https://t.co/91sJO2nGjP
India’s decade‑long reform agenda, highlighted by UPI, GST and digital payment schemes, is now bearing fruit, according to Food Processing Minister Chirag Paswan. New free‑trade agreements, especially the pending pact with the United States, are expected to unlock fresh export...
1/4 SCMP: "Major provinces are budgeting for 2 to 3 per cent growth this year in general public operating revenue, broadly in line with last year but below broader economic growth targets, Fitch Ratings said in a research note." https://t.co/HwyAPw042O
1/3 Very interesting Caixin article on attempts by Chinese regulators to get their arms around "the opaque market for corporate IOUs that has allowed big-name companies to defer payments to suppliers on a massive scale." https://t.co/FIJywKAtIX
Eight years after its 2018 launch, the Addis Ababa‑Djibouti Railway has become a fully Ethiopian‑Djiboutian‑run, electrified corridor linking land‑locked Ethiopia to the Port of Djibouti. Management shifted from China Railway Construction Corporation to the two governments in May 2024, and Djibouti’s top...
CHART OF THE DAY: Among the world's top oil consumers, a curious trend. The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is...
1/5 According to Caixin, China’s aggregate financing grew slightly faster than expected in January, rising by RMB 7.22 trillion. This was 2.4% more than in January 2025 and 10.4% more than in January 2024. It is equal to 5.1% of annual...
Football’s rapid expansion—more teams, matches, and tournaments—has turned the sport into a major carbon emitter, with its footprint now comparable to Austria’s national emissions. The 2026 World Cup will feature 48 teams, dramatically increasing global travel for players, fans, and...
Xinhua: "China's railway sector completed 46.3 billion yuan (about 6.67 billion U.S. dollars) in fixed-asset investment in January, up 5.5 percent year on year." https://t.co/g109GF2REm
Pemex is back in the bond market after six years — and demand was strong. This doesn't signal confidence in Pemex. Buyers are really underwriting the Mexican state. https://t.co/YRGXmzi4aW #Pemex #Mexico #OilMarkets #EnergySecurity #SovereignRisk #DebtMarkets #EmergingMarkets
Infosys ADRs rebounded on Friday, jumping 4% to a intraday high of $14.77, while Wipro ADRs rose 2.2% to $2.33 despite a weakening Nasdaq and soft domestic IT trading. The broader U.S. market slipped, with the Nasdaq down 0.9% and...
For years, the world invested in China. Since 2022, foreign direct investment inflows to China have PLUNGED, while China's foreign investment outflows have SURGED. https://t.co/TCWhEPF7bq
China EV Sales Drop for First Time Since February 2024—Chinese exports of EVs and hybrids rise 70% in 2025 as automakers shift their focus overseas @ivy_jiahuihuang https://t.co/PdiFmEGPXg https://t.co/PdiFmEGPXg
One by product of China's exploding external surplus (goods surplus of $1.2 trillion, q4 current account surplus annualized is close to $1 trillion) is that it creates the raw material for some massive intervention numbers h/t @Mike_Weilandt for the chart https://t.co/PMvhatfgWh
And net reserves are still negative -- Argentina survived 2025 thanks to a $14b loan from the IMF and a willingness on the part of the IMF and the US to ignored missed reserve targets. Indeed, Argentina got another $20b backstop...
China's reported current account surplus for q4 was $242b (close to $1 trillion annualized), and the 2025 surplus was $735b -- well over 3.5% of China's GDP. This has big implications for the IMF, for Secretary Bessent and and the world...
Can't help but notice who ISN'T on this list of companies who just gained access to invest and operate in Venezuelan upstream. https://t.co/qrLcy4bd48
As Cuba teeters on the brink of economic disaster, China promises continued support. It looks like a SHOWDOWN between the US & China might be in the cards. https://t.co/rb7Qf0CdN2
