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Emerging market perceptions changing in 2014-2015 with new leaders or political changes

10/01/2014

New leaders in India and Indonesia in 2014 have given a new confidence to investors, whereas leaders in Brazil, Turkey and South Africa have lost investor confidence. Erdogan for Turkey, Zuma for South Africa, and Rousseff for Brazil, do not inspire the same level of confidence. Other leaders who have changed investor perceptions for emerging markets are Putin in Russia with the sanctions. The rapidly changing situation with democracy protests in Hong Kong is eroding investor confidence in China as well, as Jinping in China is seen as adopting the Putin Way.

Grouped Articles

Markets Diverging in Emerging World

Wall Street Journal 10.01.2014

Putin Trumpets Economic Strength, but Advisers Seem Less Certain

New York Times 10.02.2014

Russian Companies Clamor for Dollars to Repay Debt

Wall Street Journal 10.10.2014

Why this teenager is a threat to Erdogan - The Washington Post

Washington Post 12.27.2014

Turkey’s economy: Saved by the well

Economist 01.18.2015

Monetary policy in India: The cycle turns

Economist 01.18.2015

For Indonesians, President’s Political Outsider Status Loses Its Luster

New York Times 01.17.2015

Four Reasons to Boost Your Foreign-Stock Exposure

Wall Street Journal 02.22.2015

Boris Nemtsov, Putin Foe, Is Shot Dead in Shadow of Kremlin

New York Times 02.27.2015

Spicing up growth

Economist 05.15.2015

Friendship Between Putin and Xi Becomes Strained as Economies Falter

New York Times 09.03.2015

Kremlin Cutting Economic Links With the Turks

New York Times 11.26.2015

Higher Interest Rates Lower Expectations in Emerging Economies

New York Times 12.21.2015

Opinion | South Africa’s Zuma Leaves Behind a Broken Democracy

The New York Times 02.14.2018


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