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KyrgyzstanKyrgyzstan
+4+4
Kyrgyzstan plans maiden Eurobond amid sanctions controversy
Jan 30, 2025

Kyrgyzstan plans maiden Eurobond amid sanctions controversy

The Central Asian republic is aiming to place a $1.7bn debut hard currency bond as sanctions-busting accusations mount.

Paul Della Guardia
Paul Della Guardia
De-dollarizationDe-dollarization
+4+4
Why Trump's tariffs aren't all bad
Jan 27, 2025

Why Trump's tariffs aren't all bad

Global trade imbalances are out of control and need to be reined in.

Paul Della Guardia
Paul Della Guardia
RussiaRussia
+3+3
Can European governments meet Trump’s defense spending demands?
Jan 16, 2025

Can European governments meet Trump’s defense spending demands?

The incoming U.S. President has set a 5% of GDP defense expenditure threshold.

Paul Della Guardia
Paul Della Guardia
Saudi ArabiaSaudi Arabia
+1+1
Will Saudi Arabia's spending largesse pay off?
Jan 09, 2025

Will Saudi Arabia's spending largesse pay off?

Riyadh kicks off 2025 issuance amid investor enthusiasm for Vision 2030

Paul Della Guardia
Paul Della Guardia
BangladeshBangladesh
+2+2
The 2024 "Country of the Year"
Jan 02, 2025

The 2024 "Country of the Year"

The Economist's annual designation is notable for how poorly past winners have fared in ensuing years.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
Winner take all: the year of the unipolar market
Dec 19, 2024

Winner take all: the year of the unipolar market

Global capital markets are becoming increasingly unipolar even as geopolitics become more multipolar.

Paul Della Guardia
Paul Della Guardia
EMDEsEMDEs
+2+2
Sovereign Stress Tracker: Why have risks moderated in Argentina?
Dec 12, 2024

Sovereign Stress Tracker: Why have risks moderated in Argentina?

Argentina is the Tracker's most-improved sovereign. Here's why.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+3+3
Which emerging markets have the best demographic growth?
Dec 05, 2024

Which emerging markets have the best demographic growth?

Many - but not all - emerging markets are set to benefit from demographic tailwinds

Paul Della Guardia
Paul Della Guardia
EMDEsEMDEs
+2+2
Sovereign Stress Tracker: Argentina's stunning turnaround
Nov 28, 2024

Sovereign Stress Tracker: Argentina's stunning turnaround

Argentina is the Tracker's most-improved country thanks to astonishing economic policy results

Paul Della Guardia
Paul Della Guardia
EMDEsEMDEs
+1+1
EM sovereign strains inch upward in 2024, but remain historically low
Nov 21, 2024

EM sovereign strains inch upward in 2024, but remain historically low

Asset class maturity is evident in EM amid the post-pandemic inflationary shock

Paul Della Guardia
Paul Della Guardia
CurrenciesCurrencies
+7+7
Sink or swim: Trump 2.0 reality confronts emerging markets
Nov 14, 2024

Sink or swim: Trump 2.0 reality confronts emerging markets

Tariffs, deglobalization set to shift growth from EMs to the U.S.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+3+3
Trump's red wave puts emerging markets under water
Nov 07, 2024

Trump's red wave puts emerging markets under water

Double-whammy of higher U.S. yields and stronger dollar, with peak deglobalization still to come

Paul Della Guardia
Paul Della Guardia
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