Silver Point

Thomas J. Monaco

Silver Point is a boutique research firm that focuses on the broader financial services sector, with a particular focus on troubled institutions globally. 

Asia Ex Japan

Thematic (Sector/Industry)

<p>* <em><strong>USD has increased 4.4% quarter-to-date and highlights rising pressure on emerging markets, and the threat of an incredibly painful short squeeze; </strong></em></p><p><em><strong>* With just two fallen angels Argentina and Turkey (as a “one-off” or “two-off”), Brazil, Indonesia, Mexico, and Nigeria are at least several other likely  potential “three-offs” given the decline in market confidence:</strong></em></p><h2>Investment Summary</h2><p>The Bloomberg Spot Dollar Index, which is comprised of a basket of ten currencies (MXN, EUR, CAD, AUD, KRW, INR…</p>

* USD has increased 4.4% quarter-to-date and highlights rising pressure on emerging markets, and the threat of an incredibly painful short squeeze; * With just two fallen angels Argentina and Turkey (as a “one-off” or “two-off”), Brazil, Indonesia, Mexico, and Nigeria are at least several other likely  potential “three-offs” given the decline in market confidence:Investment SummaryThe Bloomberg Spot Dollar Index, which is comprised of a basket of ten currencies (MXN, EUR, CAD, AUD, KRW, INR…

Other Emerging Market Dominoes Set to Fall

Economist

Richard Iley

Macroeconomics

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/040/721/original/Screen%20Shot%202017-12-19%20at%206.26.24%20AM.png?1513636018" class="editor-image img-responsive" data-smartkarma-image-id="40721"></figure><div class="content-highlight">
<p>Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key question, we again employ the IMF's medium-term economic forecasts and compare expected average GDP growth in the second half of the decade with growth outturns in the first five years.  </p>
<p>Yesterday's chart of the day, which looked at who is expected to be the fastest growing economies in the second half of this decade gave a clear answer: India, Bangladesh and…</p>
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Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key question, we again employ the IMF's medium-term economic forecasts and compare expected average GDP growth in the second half of the decade with growth outturns in the first five years.  
Yesterday's chart of the day, which looked at who is expected to be the fastest growing economies in the second half of this decade gave a clear answer: India, Bangladesh and…


United States

Global X MSCI Nigeria ETF is an exchange-traded fund incorporated in the USA. The Fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI All Nigeria Select Index.

Global X Msci Nigeria ETF (NGE US)

Other Emerging Market Dominoes Set to Fall

* USD has increased 4.4% quarter-to-date and highlights rising pressure on emerging markets, and the threat of an incredibly painful short...

Thomas J. Monaco

Chart of the Day: Who's Up? Who's Down?

Which emerging and frontier economies have seen the biggest sustained swings in their economic performance this decade? To answer this key...

Richard Iley