Discover and read the best of Twitter Threads about #emergingmarkets

Most recents (24)

Skyrocketing #global #foodprices, panicked low income and poorer fringes of the population facing severe #hardship, struggling #emergingmarkets and #SriLanka on the verge of #anarchy - all wrapped up in a massive #market sell-off: what is happening 🌎 ❓
Things did not improve in April on #food prices:
the #FAO Food Price Index fell 0.8% month-over-month to 158.5 points in April 2022, but still remained close to the all-time high of 159.7 points in March.
#vegetableoil prices declined significantly (-5.7%) after hitting an all-time high in March under pressure from #palm, #sunflower and #soybean #oils.

In addition, #grain prices fell slightly (-0.4%), after also rising to all-time highs in March.
Read 9 tweets
1/x
Sentiment check across markets. P/BV vs 10y averages. Assuming companies will perform neither better or worse fundamentally than they've shown historically, and shareholders will pay what they have on average have paid for those companies. Starting with #SPX500
#SPX500 would need to come down to slightly above 3100 to reach its 10y average.
3/X
..And will in that case drag MSCI World with it (60% US). 23% down to average.
Read 14 tweets
THREAD: A picture is worth a thousand words. Let's look at a few #ETF graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Sharing only positive YTD #MSCI #Sector performance with #Financials.

$IXC $IXG
2/15

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA 1YR performance in USD (+9.9%) is still ahead of $EEM (-11.3%)

$URTH
3/15

#Global #Value #stocks (#ETF) recently enjoyed short-term recovery, but still got some serious catch-up to do over the longer term.

$IWVL
Read 16 tweets
The forging of a new social contract. "New normal" requires constant threat w/ potential emergency lurking behind every piece of plexiglass. A new frame in which global #surveillance expands under guise of health w/ bodily autonomy placed under corporate domain. #McKinsey #Reset
"NEXT-GENERATION MASKS"

Oct 5, 2021, Johns Hopkins: "It is important to have a ready supply & surge manufacturing capacity of high-quality devices when severe or catastrophic respiratory epidemics emerge."

#EmergingMarkets
#NewNormal
#Conditioning
"#Social #Science of Cultural Change"

"A change in normative #behavior is needed if the goal is to increase public mask use after the pandemic. Some have called this the “culture of safety” in #healthcare; the same behaviors would apply to the general public." [p. 19]
Read 4 tweets
Again.
Anyone who promotes, supports, condones, normalizes, or stays silent on a global experiment on #children is a monster. It's that simple - & that grotesque. To serve capital, #biotech/#EmergingMarkets, rather than protecting the most vulnerable of society, is unforgivable.
Population of Canada: 38 million.

Deaths WITH covid as of Oct 1, 2021, age 0 - 19:

17
Canada: adverse event reports by up to & including Sept 24, 2021.

Age bracket 12-17: 419

The grossly under-reported adverse reactions thus far, are the tip of the iceberg. All for a disease for a median infection survival rate of 99.77% or more.
Read 6 tweets
#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers
2/12

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)
3/12

#Global #Value #stocks enjoyed short-term recovery to the end of April, but since then, $IWVL #ETF really struggled against #Quality & #Momentum. Over 1yr period it is however still the best-performing #factor, very much in its recovery phase.
Read 13 tweets
"#Imperialism is driven by the pressure of #capital for external fields of investment. The recurrent crises of overproduction & subsequent diminution of profits & stagnation of capital leads to ever-increasing pressure to expand markets & territories."

#Biotech #EmergingMarkets
January 28, 2019, Imperial College, World Economic Forum partner, Davos.

The question to "global leaders": "How can we lead a #vaccine revolution?" (Twitter, March 16, 2019)

#4IR #Biotech #WEF
January 2021, TIME, double issue. "The #Vaccine #Revolution" has arrived.

TIME - owned by Marc Benioff, CEO/founder of #Salesforce. World Economic Forum Board of Trustees. Inaugural Chair, Forum Centre for the Fourth Industrial Revolution, San Francisco.

#WEF #4IR #Biotech
Read 3 tweets
Within past few days the American Academy of #Pediatrics has quietly removed its "#Face Time & #Emotional #Health" info sheet (PDF) for parents w/ new infants.

It can still be found in web archives:

web.archive.org/web/2021081110…

[h/t @Bleedinheart2MD, @tapuaetai_l, @galexybrane]
American Academy of Pediatrics (AAP) & AAP Friends of Children Fund, partners & corporate donors:

Johnson & Johnson
Seqirus
Sanofi
Sobi
Nestlé
Abbott
Genentech (Roche)
Merck
GlaxoSmithKline
Kaléo
Novo Nordisk
Supernus

More👇

#4IR #Biotech #EmergingMarkets #SDGs
Do you see it yet?

With each passing day, children are being conditioned to endure a #4IR global architecture. The restructuring of the global economy. A societal transformation, global in scale.

"Who will thrive, who will perish?" (Deloitte)

#Digital transformation.
Read 4 tweets
"An Eco-wakening" - "Measuring global awareness, engagement & action for nature" - ©️The Economist Intelligence Unit Limited 2021- commissioned by #WWF

Panel includes #WEF, #Avaaz, etc. Funding: #MAVA.
[p. 3]

Measuring social license required for financialization of #nature. Image
Economist Intell. Unit : "Through a global network of more than 650 analysts & contributors, the EIU continuously assesses & forecasts political, economic & business conditions in more than 200 countries."

#CorporateCoup of the commons

#COVID19 as catalyst. #NaturePositive Image
“This research shows how much people value the natural world, their willingness to make changes [] & their increasing calls for leaders to take meaningful action." [p. 5]

"New Power" - "The ability to harness the connected crowd to get what you want" - Heimans, Purpose/Avaaz ImageImageImageImage
Read 5 tweets
May 2021 report by the #WEF, "How to Build #Trust in #Vaccines seeks to understand how these online conversations can influence our #beliefs around vaccines. [] in partnership w/ the Vaccine Confidence Project, researchers used #AI tools to analyse online discussions." #Biotech
"The report finds that above all, we need to encourage #language that breeds #trust. The researchers say, “trust in the individuals, #institutions & overall #system that together discover, develop & deliver vaccines is fundamental to vaccine confidence.

#4IR #Reset #Biotech
Foreword: "Low #vaccine #confidence has become a real challenge for governments..."

The #WEF & Vaccine Confidence Project partnered with NetBase Quid ["How can we help drive your business?"]

#Gates #4IR #Biotech #Bioengineering #EmergingMarkets
Read 12 tweets
"Co-hosted by Richard Curtis & Mark #Carney – & featuring senior leaders from the financial world – the summit discussed how the $50 trillion invested by #pension funds globally can help tackle the #climate #emergency."

#COP26 #SavingCapitalism

"...with 47 trillion dollars in #pension funds globally this sector plays a major role we need to get our savings for the future shaping the future."



#TheyMeanBusiness #EmergingMarkets #COP26
If recent history serves as a barometer for public embrace of corporate "solutions" (marketed via #storytelling & #NGOs), it is not difficult to envision whole societies soon demanding their #pensions be "unlocked" by those attempting to save the faltering #capitalist system.
Read 4 tweets
Ontario Canada: "The world's longest #lockdown will come to an end next week" (Step 3, July 16/21).

No. It's not over.

New chief medical officer of health, Dr Kieran Moore makes clear #endemic state will emerge in fall w/ Ont. "doing all the due diligence to prepare." Image
Let's explore numbers behind "world's longest #lockdown", Ont., Canada. Gov't of Ontario website updated July 11, 2021.

"Active cases" in Ont. as of July 11 2021 under 20 yrs of age: 0

Deaths under 20 w/ #COVID19 - 3.

Estimated pop. of Ontario: approx. 14.73 million people. Image
Under 20 yrs:

Jan 15 2020 to July 11 2021:

Resolved cases: 68, 280

Active cases: 0

Deaths (WITH #covid19): 3

[Keeping in mind that Covid tests are inaccurate (false positives) & largely meaningless as testing positive can mean mild to no symptoms whatsoever.] Image
Read 26 tweets
1/X - So #Pakistan is under review for "downgrade" to Frontier index. Personally I think it would be a good move. At 2bps of MSCI EM it will continue to be ignored. A few observations on MSCI Frontier Index and its use:
#EmergingMarkets #FrontierMarkets
2/X - There is a structural flaw in the algorithm deciding country weights. As opposed to MSCI EM where 50% free float is required, in FM index a mere 7,5% free-float is required. Not a brilliant idea as it gives a higher weight to "zombie markets" with zero liquidity.
3/X - It is ridiculous that #Bangladesh with >150 musd a day has 1/3 of the weight of #Kenya with 6 musd.
Read 7 tweets
Unprecedented #coercion.

#Trudeau & Theresa Tam (chief public #health officer of #Canada) continue to insist a min. 75% of all Canadians must be injected w/ 1st dose of experimental #vaccines, & 20% w/ 2nd dose- before deadly #lockdowns will be lifted.

ctvnews.ca/health/coronav…
Many Canadians (on stolen land) believe that if they take experimental jab, #lockdowns will end.

Wrong. This is just the beginning - of a #permanent program.

May 8 2021: "Tam warns that full #vaccination does not equal full protection from #COVID19"

ctvnews.ca/health/coronav…
May 8 2021, CBC:

#COVID19 to becoming #endemic "meaning a base level of infection remains within Canada's borders & may show up annually like the #flu. That situation speaks to the need for booster #shots to adapt to any #variants..."

#EmergingMarkets

cbc.ca/news/health/4t…
Read 7 tweets
Anyone who promotes, supports, condones, normalizes, or stays silent on a global experiment on children is a monster. It's that simple - & that grotesque. To serve capital, #biotech/#EmergingMarkets, rather than protecting the most vulnerable of society, is unforgivable. #ethics
This Nov 19 2020 thread explored the #UN [Share] Verified Guide to COVID-19 #Vaccine Communications (released Nov 18).

A learning thread on soft power #manipulation, coupled w/ the leveraging of #regret, #fear, & #conditioning:

Read 4 tweets
There are 175 corps/institutions now overseeing your children's #education going forward. They will be shaping/molding your child's #ideologies &
#worldviews - all while harvesting their data.

Global Education Coalition Members (announced Mar 18 2020):

globaleducationcoalition.unesco.org/members Image
"Civil society & non-profit organizations" (those serving capital & elite institutions) include:

#OBAMA FOUNDATION
-Tony Blair Institute for Global Change
#ONE (Bono)
-Global Business Coalition for #Education
#CODE
#OXFAM
#TEDEd
#SIEMENS
#Sesame Workshop

See image. #4IR Image
Read 14 tweets
IMPORTANT.

"Greta Thunberg... WHO is grateful for your generosity in donating €100000 to @thewhof in support of #COVAX..."

Perplexed. What #WHO #Foundation?

Dec 8, 2020: "health expert Anil Soni has been appointed as the 1st CEO of the newly launched The WHO Foundation..."
The #WHO #Foundation - is not part of the WHO. It operates "alongside" the WHO.

Soni joined the Foundation (Jan 1, 2021) from #Viatris, a global #pharmaceutical corporation.

Nov 18, 2020: #Pfizer's Upjohn spinoff completes merger w/ Mylan to form new generics giant #Viatris.
"Before joining the #WHO #Foundation, he was Head of Global Infectious Diseases at #Viatris, working across the #pharmaceutical co... Anil has been a senior advisor to the #Gates #Foundation & Born Free Africa. He is an alumnus of #McKinsey..."
Read 6 tweets
Global Citizen #storytelling w/ #Greta™️

Youth populations, largely impervious to #COVID19, should avoid the experimental jab at all costs.

#Commonsense over influencers serving capital.

Sidenote: #JohnsonandJohnson is a #GlobalCitizen core partner.
Q: "What is this content piece?"

A: "Our journalism-based, reported stories keep Global Citizens all over the world informed on the important advancements of achieving the #GlobalGoals."

"Global Goals", also known as UN #SDGs must be recognized/understood as #emergingmarkets.
The #WorldEconomicForum officially partnered with the United Nations on June 11, 2019. It now serves at the helm of implementation of the "#GlobalGoals".

#3: "Good #Health & Well-being". Trillions are riding on the vaccine market & future of #biotech. This chart is from 2016.
Read 4 tweets
I am very happy that my paper with @KShakhnov “Global Risk in Long-Term Sovereign Debt” has been accepted in @RevOfAssetPric #EconTwitter

Thread 1/n
Our paper is motivated by recent work by @HannoLustig et al. (AER 2019) who found that currency carry trade strategies with T-bonds are different from those with T-bills because local currency term premia offset currency premia 2/n
Results in Lustig et al. (AER 2019) are for advanced economies with no/low default risk and imply that the volatility of the permanent component of investors’ SDF must be equalized across countries 3/n
Read 15 tweets
Mar 9 2021: "#COVID19 has turbocharged normal market forces" w/ #mRNA as "shiny new object" in world of #vaccines & #biotech. With "unprecedented public funding", biotech stocks soar in tandem w/ corporate profits w/ citizens as experimental subjects.

ft.com/video/e6f487f4…
"They (corporations) will only invest once the #market & the chances of success are well known. This doesn't mean there's zero risk. But largely, what we see is that the #PublicSector takes on most of that. But indeed, this is what allows the business of #vaccines to operate."
#PPP: Public💰$ foots bill, owns risk.
Private💰claims ownership/profits.

"#PublicSector, govts collectively, [] de-risked & subsidised the R&D process every step of the way from [] earliest stages of R&D, oftentimes to the scale up of manufacturing &, of course, purchasing."
Read 15 tweets
March 6, 2019:

"Aligning for Impact: The Transformation of the World Health Organization"

#ImpactInvesting #SDGs #EmergingMarkets #WHO

unfoundation.org/blog/post/alig…
>>>"One of the biggest issues facing global health today is the planning for the eventual wind-down of the billion-dollar-a-year Global #Polio Eradication Initiative after the certification of eradication."<<<

#Vaccine #Markets
"Universal #Health Coverage: Tedros described Universal Health Coverage (#UHC) as #WHO's top priority, and that work will be supported by a division on UHC..."

July 23, 2020 thread:

Read 8 tweets
Feb 25 2021: "An expected dash by big corporations for #offsets to meet their climate targets has prompted financial exchanges to launch #carbon #futures contracts to capitalise on what could be a multi-billion dollar market."

#NetZero #EmergingMarkets

thetelegram.com/business/reute…
"...their market is expected to grow to as much as $50 billion by 2030. Among the major corporations that say they expect to use them to compensate for any #emissions they cannot cut from their operations & products are #Unilever, EasyJet, Royal Dutch #Shell & #BP."
"The Institute for International Finance's Taskforce on Scaling Voluntary Carbon Markets, launched by U.N.’s Special Envoy for Climate Action Mark Carney" aspires to "create a multi-billion dollar offset market in the coming months."

cnbc.com/2021/01/26/win…
Read 5 tweets
Daily Bookmarks to GAVNet 03/02/2021 greeneracresvaluenetwork.wordpress.com/2021/03/02/dai…
Suburban Survivalism Demonstrates The Most Obnoxious Brand of Privilege

link.medium.com/SDnylI7Sdeb

#urban #elites, #survival
Diapers on cows: A water quality solution? – Ohio Ag Net | Ohio's Country Journal

ocj.com/2014/10/diaper…

#cow #diapers #water #environment #ohio
Read 8 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!