Emerging Markets’ reputations for delivering on fiscal commitments has never been so important as it is now, given the need for medium-term...
Gabriel Sterne
Recent Posts
Global | Ranking overall Covid damage: deaths, debt, GDP, markets
Posted by Gabriel Sterne on Apr 26, 2021
According to our pandemic-impact scorecard, EMs on average have been most afflicted, followed by frontier markets, with advanced economies suffering...
Sri Lanka | Some value remains despite recent bond rally
Posted by Gabriel Sterne on Apr 8, 2021
Despite the early-2021 rally reducing the previously glaring undervaluation of Sri Lankan bonds, they remain below fair value based on our detailed...
Global | Ten long-term themes for the global economy and markets
Posted by Gabriel Sterne on Mar 26, 2021
Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...
Credit where credit’s due for EM unconventional policies
Posted by Gabriel Sterne on Jan 12, 2021
Alongside massive global liquidity support, EM policymakers’ firm deployment of monetary and prudential policies have enabled their economies to pass...
Global | Calibrating long-Covid vulnerabilities in 162 economies
Posted by Gabriel Sterne on Dec 3, 2020
We estimate overall long-term economic scarring will be slightly higher in emerging markets (EMs) than in advanced economies (AEs). Although AEs are...
Calibrating a medium-term economic comeback from Covid | Global
Posted by Gabriel Sterne on Oct 13, 2020
Many have been comparing the COVID-19 recession with previous financial crisis, in particular the 2008 Global Financial Crisis.
Indeed, our forecasts...