{"id":625058,"date":"2018-09-26T04:19:00","date_gmt":"2018-09-26T04:19:00","guid":{"rendered":"https:\/\/enterpriseam.com\/egypt\/2018\/09\/26\/talk-of-an-emerging-markets-resurrection-is-coming-down-from-top-investment-banks\/"},"modified":"2018-09-26T04:19:00","modified_gmt":"2018-09-26T04:19:00","slug":"talk-of-an-emerging-markets-resurrection-is-coming-down-from-top-investment-banks","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/egypt\/2018\/09\/26\/talk-of-an-emerging-markets-resurrection-is-coming-down-from-top-investment-banks\/","title":{"rendered":"Talk of an emerging markets resurrection is coming down from top investment banks"},"content":{"rendered":"

<\/a> **#1<\/strong> Sell-side sentiment on emerging markets could be turning a corner <\/strong>after a very rough seven months for EM investors, issuers and policymakers. This could be very good news for Egyptian companies looking to take IPOs to market this fall<\/strong>.<\/p>\n

Goldman Sachs sees the EM Zombie Apocalypse easing<\/strong> as a cooling US economy, strong EM macro fundamentals and \u201coverblown\u201d contagion fears make developing market opportunities more attractive after the sell-off.<\/p>\n

The argument:<\/strong> Yes, the US Federal Reserve is going to hike interest rates this year \u2014 most likely twice. But in an update to its 2018 Outlook (pdf)<\/a> Goldman Sachs Asset Management thinks that\u2019s it: US growth is going to cool at the same time and \u201cconverge somewhat with the rest of the world. We think this convergence creates the potential for a comeback in emerging markets \u2026 We prefer equities over credit and credit over rates<\/strong>.\u201d<\/p>\n

Economic fundamentals in most EM countries remain stable<\/strong>, Goldman notes, and \u201cmarket fears of trade tensions and EM contagion are likely to prove overdone. More generally, we would also expect the USD strength to start to fade.\u201d<\/p>\n

Morgan Stanley is also singing a new tune on emerging markets<\/strong>, having set aside its \u201cbearish call\u201d on EM fixed income and currencies after a near two-week rally in EM assets, according to Bloomberg<\/a>. \u201cEM assets rallied strongly last week and we think this marks the beginning of a period of stability and range-bound markets,\u201d Morgan Stanley strategists wrote in a note dated Monday. \u201cWe think this remains a difficult world for EM, but we\u2019ve likely adjusted enough for now.\u201d<\/p>\n

EM are the cheapest they\u2019ve been in 10-15 years<\/strong>, Bloomberg notes Standard Chartered\u2019s head of FX and credit research as saying, and Scandinavian EM specialist Tundra Fonder is now a buyer.<\/p>\n

In other emerging market news, Kuwait has gained inclusion in the FTSE Russell emerging markets index<\/strong>, Reuters reports<\/a>.<\/p>\n

If only oil was shaping up in our favor, too:<\/strong> After peaking north of USD 82 on Monday \u2014 and with some pundits now tipping Brent to break USD 100 \/ bbl, as we reported yesterday<\/a> \u2014 US President Donald Trump did nothing to calm the market yesterday when he declared that OPEC is \u201cripping off the rest of the world.\u201d <\/strong>After drawing audible snickers from world leaders<\/a> with a boast at the UN General Assembly about his accomplishments in the past year, Trump declared that OPEC is \u201cripping off the rest of the world\u201d<\/a> by keeping oil prices high. \u201cWe defend many of these nations for nothing and then they take advantage of us by giving us high oil prices, not good. We want them to stop raising prices, we want them to start lowering prices,\u201d he said. The Financial Times<\/a> has more.<\/p>\n

Trump sounded an awful lot like a generic regional \u201cpolitical expert\u201d making his first-ever appearance on an Egyptian talk show <\/strong>as he repeatedly emphasized sovereignty in his speech in New York. \u201cAmerica will always choose independence and cooperation over global governance, control, and domination. I honor the right of every nation in this room to pursue own customs, beliefs and traditions.<\/strong> The United States will not tell you how to live or work or worship. We only ask that you honor our sovereign rights in return.\u201d Read Trump\u2019s full speech here.<\/a><\/p>\n

Also from Planet Diplomacy: Western powers are looking to mend fences with Saudi Arabia.<\/strong> Germany is trying to heal a year-long rift<\/a> and Canada is said to have extended an olive branch<\/a> in a month-long dispute, hoping to \u201cpotentially avoid a prolonged standoff affecting Canadian firms and Saudi students.\u201d<\/p>\n

BROKEN LINK- <\/strong>One of our most popular links yesterday was broken \u2014 sincere apologies to everyone who was inconvenienced. Tap here to read the Wall Street Journal\u2019s Your Browser Is the Most Important App You Have\u2014Make Sure You Use the Right One<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"

**#1 Sell-side sentiment on emerging markets could be turning a corner after a very rough seven months for EM investors, issuers and policymakers. This could be very good news for Egyptian companies looking to take IPOs to market this fall. Goldman Sachs sees the EM Zombie Apocalypse easing as a cooling US economy, strong EM […]<\/p>\n","protected":false},"author":1,"featured_media":625059,"comment_status":"closed","ping_status":"open","sticky":false,"template":"single-feature.php","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[7204],"tags":[72,74],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-625058","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-what-were-tracking-today","tag-enterpriseam","tag-what-were-tracking-today","wpautop","entry"],"acf":{"mongo_id":"4ffd6c75-0f3d-472c-a806-202356810707","order":"0","is_powered_by":true,"section_story_id":"605a3b04-cf1e-4a72-8647-c997a001484c","story_type":"1","photo_url":"https:\/\/ent.news\/2018\/9\/1525.jpg","photo_position":"above","related_issue":[625055],"teaser":"","voice_url":""},"yoast_head":"\nTalk of an emerging markets resurrection is coming down from top investment banks - EnterpriseAM Egypt<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/enterpriseam.com\/egypt\/2018\/09\/26\/talk-of-an-emerging-markets-resurrection-is-coming-down-from-top-investment-banks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Talk of an emerging markets resurrection is coming down from top investment banks\" \/>\n<meta property=\"og:description\" content=\"**#1 Sell-side sentiment on emerging markets could be turning a corner after a very rough seven months for EM investors, issuers and policymakers. 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The plunge that emerging market assets witnessed this year could have bottomed out in June, with the rally witnessed in July looking likely to be a sustained rebound, according to an analysis by Goldman\u2026","rel":"","context":"In "What We're Tracking Today"","block_context":{"text":"What We're Tracking Today","link":"https:\/\/enterpriseam.com\/egypt\/category\/what-were-tracking-today\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/ent.news\/2018\/7\/81.jpg?fit=%2C&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":625349,"url":"https:\/\/enterpriseam.com\/egypt\/2018\/08\/02\/what-were-tracking-on-1-august-2018\/","url_meta":{"origin":625058,"position":1},"title":"What we\u2019re tracking on 1 August 2018","author":"enterpriseam admin","date":"2 August 2018","format":false,"excerpt":"Could Vodafone be pressured to sell its Egyptian arm? That\u2019s the suggestion from Bloomberg, which speculates that incoming CEO Nick Read will be looking for ways to cope with \u201ca weak share price [and] a fragile dividend\u201d as it faces a potential \u201cshake-up by US activist investor Elliott Management Corp,\u201d\u2026","rel":"","context":"In "What We're Tracking Today"","block_context":{"text":"What We're Tracking Today","link":"https:\/\/enterpriseam.com\/egypt\/category\/what-were-tracking-today\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/ent.news\/internal\/536550.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":604781,"url":"https:\/\/enterpriseam.com\/egypt\/2018\/12\/12\/goldman-sachs-update-on-its-2019-outlook\/","url_meta":{"origin":625058,"position":2},"title":"Goldman Sachs update on its 2019 Outlook","author":"enterpriseam admin","date":"12 December 2018","format":false,"excerpt":"Goldman Sachs prefers EMs to DMs in 2019 Outlook: Goldman Sachs is heading into 2019 with a preference for emerging market equities,according to its 2019 Investment Outlook (pdf). Goldman\u2019s outlook recognized that the underperformance of EM assets in 2018 was due to \u201clower-than-expected growth in EM markets.\u201d GS sees the\u2026","rel":"","context":"In "THE MACRO PICTURE"","block_context":{"text":"THE MACRO PICTURE","link":"https:\/\/enterpriseam.com\/egypt\/category\/the-macro-picture\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/ent.news\/2018\/12\/237.jpg?fit=%2C&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":629088,"url":"https:\/\/enterpriseam.com\/egypt\/2018\/05\/22\/what-were-tracking-on-22-may-2018\/","url_meta":{"origin":625058,"position":3},"title":"What we\u2019re tracking on 22 May 2018","author":"enterpriseam admin","date":"22 May 2018","format":false,"excerpt":"We\u2019re deep in the arms of the Ramadan news lull with less than a week of the Holy Month now past. Stil, what news we have is meaty, and we have plenty of other reading to keep your pre- and post-fast hours filled.The investment and oil ministries are reportedly signing\u2026","rel":"","context":"In "What We're Tracking Today"","block_context":{"text":"What We're Tracking Today","link":"https:\/\/enterpriseam.com\/egypt\/category\/what-were-tracking-today\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/ent.news\/internal\/536550.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":564326,"url":"https:\/\/enterpriseam.com\/egypt\/2021\/08\/24\/commodities-strong-earnings-could-resuscitate-emerging-market-stocks-say-analysts\/","url_meta":{"origin":625058,"position":4},"title":"Commodities, strong earnings could resuscitate emerging-market stocks, say analysts","author":"enterpriseam admin","date":"24 August 2021","format":false,"excerpt":"A \u201clost decade\u201d for emerging-market stocks could be coming to an end, as the commodities boom and earnings optimism perk investors\u2019 interest in companies in the developing world, Bloomberg reports. Goldman Sachs, Bank of America and Lazard Asset Management all expect inflows into undervalued EM equities to pick up as\u2026","rel":"","context":"In "THE MACRO PICTURE"","block_context":{"text":"THE MACRO PICTURE","link":"https:\/\/enterpriseam.com\/egypt\/category\/the-macro-picture\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/ent.news\/2021\/8\/516.png?fit=%2C&ssl=1&resize=350%2C200","width":350,"height":200},"classes":[]},{"id":621890,"url":"https:\/\/enterpriseam.com\/egypt\/2018\/11\/21\/more-what-were-tracking-on-21-november-2018-goldmans-2019-em-outlook-the-donald-stands-with-mbs-carlos-ghosn-arrested\/","url_meta":{"origin":625058,"position":5},"title":"More what we\u2019re tracking on 21 November 2018: Goldman\u2019s 2019 EM outlook, The Donald stands with MbS, Carlos Ghosn arrested","author":"enterpriseam admin","date":"21 November 2018","format":false,"excerpt":"Donald Trump is standing with Saudi Arabia, downplaying Crown Prince Mohammed bin Salman, \u201cpledging to remain a \u2018steadfast partner\u2019 of the kingdom and dismissing U.S. intelligence conclusions that the Saudi crown prince had ordered the killing of a dissident journalist last month,\u201d the Wall Street Journal reports. Speaking of MbS:\u2026","rel":"","context":"In "What We're Tracking Today"","block_context":{"text":"What We're Tracking Today","link":"https:\/\/enterpriseam.com\/egypt\/category\/what-were-tracking-today\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/ent.news\/internal\/536550.png?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]}],"_links":{"self":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/posts\/625058","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/comments?post=625058"}],"version-history":[{"count":0,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/posts\/625058\/revisions"}],"acf:post":[{"embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/issue\/625055"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/media\/625059"}],"wp:attachment":[{"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/media?parent=625058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/categories?post=625058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/tags?post=625058"},{"taxonomy":"brand","embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/brand?post=625058"},{"taxonomy":"newspack_spnsrs_tax","embeddable":true,"href":"https:\/\/enterpriseam.com\/egypt\/wp-json\/wp\/v2\/newspack_spnsrs_tax?post=625058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}