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Emerging Markets
Everything Briefed has filed against Emerging Markets, most recent first.
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GoTo dropped from MSCI after three months stuck at 50 rupiahMSCI is removing GoTo Group from its Global Standard indexes effective after the close on 31 August, ending a freeze that began in May when the Indonesian ride-hailing and e-commerce group's shares…Brazil's Congress backs spending curbs as Lula eyes reelectionBrazil's Congress is moving to attach expenditure-control measures to existing legislation, with Finance Minister Fernando Haddad's proposals expected to save around 10 billion reais next year by c…Vietnam's biggest media house prices its IPO at a discount to Asia peersDatVietVAC is selling 11.15 million shares at VND 54,800 each, raising about VND 611 billion, roughly $23 million, ahead of a planned HOSE listing later this year. The implied valuation, about 13 t…Anwar's daughter steps back from party leadershipNurul Izzah Anwar takes leave from her role amid political setbacks for Malaysia's ruling coalition, adding pressure on her father's government.Indonesia's export plan splits the government that wrote itA commodity export overhaul is only radical if the people implementing it agree on what it is for, and Prabowo's government clearly does not. The plan aims to force more domestic processing of nick…Egypt clears its IMF review, unlocking $1.8bnEgypt passing its latest IMF programme review and unlocking roughly $1.8bn matters beyond Cairo because it's a live test of whether currency devaluation and subsidy cuts, the standard IMF prescript…Australia's biggest pension fund is quietly dumping local stocksA major Australian pension fund shifting allocation away from domestic equities toward global and emerging markets is a wager that the ASX's heavy concentration in banks and miners can't match retu…Bradesco is putting $2 billion behind a digital-only betBrazil's second-largest private bank approved a $2 billion capital increase specifically earmarked for digital expansion, a direct response to Nubank's relentless share gains in Brazilian retail ba…The rupee's rebound story just got run over by an oil price it can't hedgeIndia imports roughly 85% of its crude, so every dollar Brent adds to the barrel price is a direct hit to the current account that no amount of portfolio inflow enthusiasm can offset. Traders had b…Thai bonds are quietly outperforming all of AsiaThailand's government bonds have delivered the region's best returns this year as the Bank of Thailand cut rates to support a tourism-dependent economy still below pre-pandemic visitor numbers, and…Thailand's stock market flips from regional laggard to leaderThai equities were the region's worst performer for most of the past two years, weighed down by weak tourism recovery and political instability, and now foreign funds are piling back in on valuatio…Malaysia's central bank is running out of room to keep liquidity looseRate-hike bets are building in Malaysia as liquidity tightens, a reversal from the easing bias most emerging Southeast Asian central banks have held for the past year. Bank Negara Malaysia has kept…Oncoclinicas' debt rework is a warning on Brazilian healthcare leverageAn out-of-court restructuring is the polite version of a company admitting it overbuilt on borrowed money. Oncoclinicas, Brazil's largest oncology clinic network, is reportedly filing for an out-of…S&P Dow Jones is warning both Turkey and Indonesia over frontier-market downgrades. Two very different problems, one painful outcome.S&P Dow Jones Indices has flagged potential reclassification of Turkey and Indonesia from emerging to frontier-market status, a move that would trigger automatic selling from EM-benchmarked funds r…Vale's shareholder vote on its chairman is a live test of activist governance in Brazil's resource sectorVale shareholders are heading to a vote to decide whether to remove the company's board chair after the board rejected an activist push to oust him, creating a rare confrontation between institutio…MSCI holds Korea at emerging market and defers Indonesia to NovemberMSCI keeping South Korea in emerging market status rather than upgrading it to developed is the most expensive annual non-event in Asian fund management. Korean equities trade at a structural disco…MSCI's Indonesia verdict is due. A frontier reclassification would cost more than a weighting cut.MSCI's May 2026 reassessment of Indonesia's market accessibility status is either complete or imminent, and the stakes are not symmetrical. A weighting reduction in the MSCI Emerging Markets index …The BRICS Bank is lending South Africa $1bn for city infrastructure. The US is responding in NamibiaThe New Development Bank's approval of up to $1 billion for South Africa's eight major metropolitan municipalities, covering water, sanitation, electricity, and waste management, is part of a consi…Real-world asset tokens rally 180% as Bitcoin stumblesTokens tied to cash-generating protocols have surged 180 percent while billions of dollars have left Bitcoin and Ether investment products, signaling a shift toward fundamental value over macro spe…Indonesian rupiah nears 18,000 as central bank intervenesBank Indonesia deployed "smart intervention" after the currency hit record lows of 17,733 per dollar amid regional tensions.Vietnam tycoon pours billions into EVs as stock soars 1,000%Pham Nhat Vuong has committed at least $2 billion of personal wealth to VinFast just as his Vingroup shares surged roughly 1,000% over a year, creating extreme wealth volatility tied to EV speculat…Southeast Asian yield curves may steepen on oil-driven fiscal pressureRising energy prices are widening the spread between short and long-term government bond yields across Indonesia, Thailand, Malaysia and the Philippines as markets price higher inflation and larger…Asia enters AI infrastructure supercycle worth $16 trillionMorgan Stanley's Asia team is calling a new industrial supercycle as the region's fixed investment heads toward $16 trillion by 2030, driven by AI infrastructure, energy transition, and defense spe…Vietnamese gold retailer eyes IPO as market formalizesBao Tin Manh Hai is preparing for a Q4 IPO after revenue surged over 1,000% in 2025 to VND 27.9 trillion, positioning the 12-store chain to become Vietnam's largest 24K gold retailer. Chairman Vu H…Petrobras burns $3bn subsidising diesel as Iran war ragesPetrobras has absorbed an estimated $2-3 billion in losses selling diesel below international prices since Iran's war began, according to board member Francisco Petros. The policy aims to prevent t…Indonesia caps dollar purchases as rupiah nears record lowsBank Indonesia slashed foreign currency purchase limits to $50,000 per month from $100,000 as the rupiah traded near 17,000 per dollar, its weakest level on record. The emergency measures follow ca…Asian credit hits record tight spreads as money chases yieldAsian investment-grade bond spreads have reached historic lows, with the JACI IG index posting 1.08% returns year-to-date as spreads barely widened 9 basis points. The compression reflects genuine …Philippines central bank faces stagflation as rate decision loomsThe Philippines central bank confronts an impossible choice between fighting inflation and supporting growth, with economists split on the next rate decision. Rising food and energy costs from Midd…EQT closes record $15.6bn Asia private equity fundSwedish private equity giant EQT raised $15.6 billion for its Asia fund, the largest regional PE vehicle on record. The fund targets mid-market buyouts across Southeast Asia and India, betting on c…MSCI delays Indonesia review after downgrade fearsMSCI postponed its Indonesia market classification review after foreign outflows hit $2.8 billion in January alone. The index provider was considering a downgrade from emerging to frontier market s…Emerging markets surge on Iran ceasefire speculationAsian stocks jumped over 1% and emerging market currencies strengthened on reports of US-Iran ceasefire discussions, with 15 ships reportedly passing through the Strait of Hormuz with Iranian permi…