Ben Ezra
@benezrafx.bsky.social
Emerging Markets Strategist
emerginglens.substack.com
emerginglens.substack.com
Analysts estimate that Venezuela has about $60 billion of defaulted bonds outstanding. However, total external debt including PDVSA obligations, bilateral loans and arbitration awards stand at roughly $150-$170 billion, depending on how accrued interest and court judgments are counted
#Econsky
#Econsky
January 5, 2026 at 1:51 AM
Analysts estimate that Venezuela has about $60 billion of defaulted bonds outstanding. However, total external debt including PDVSA obligations, bilateral loans and arbitration awards stand at roughly $150-$170 billion, depending on how accrued interest and court judgments are counted
#Econsky
#Econsky
Why does India’s GDP Growth Numbers Need a Statistical Revamp?
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
December 24, 2025 at 6:08 AM
Why does India’s GDP Growth Numbers Need a Statistical Revamp?
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
1/3
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
December 5, 2025 at 2:03 PM
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Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Rupee has come back to the same level that RBI has intervened to curtail the depreciation
Despite portfolio inflows in October into Indian Equities, rupee depreciation clearly shows the uncertainty is lingering related to U.S Tariffs
#US #India #Tariffs #Trump #Modi #Newdelhi #Washington #USDINR
Despite portfolio inflows in October into Indian Equities, rupee depreciation clearly shows the uncertainty is lingering related to U.S Tariffs
#US #India #Tariffs #Trump #Modi #Newdelhi #Washington #USDINR
November 3, 2025 at 1:22 PM
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India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
October 30, 2025 at 12:54 AM
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India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
As AMT's India Insider noted in September, the IPO windfall gains are fading in October in Indian Markets where the Speculation was rampant.
October 29, 2025 at 3:24 AM
As AMT's India Insider noted in September, the IPO windfall gains are fading in October in Indian Markets where the Speculation was rampant.
1/2
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
October 28, 2025 at 1:31 PM
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The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
As Professor Michael Pettis points out, Beijing cannot fix its debt problem by refinancing liabilities alone — the asset side of LGFV balance sheets must also be marked to reality.
open.substack.com/pub/emerging...
open.substack.com/pub/emerging...
September 25, 2025 at 7:38 PM
As Professor Michael Pettis points out, Beijing cannot fix its debt problem by refinancing liabilities alone — the asset side of LGFV balance sheets must also be marked to reality.
open.substack.com/pub/emerging...
open.substack.com/pub/emerging...
1/2
Bloomberg: The US president’s order on Friday — which requires a $100,000 fee for H-1B applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector
Bloomberg: The US president’s order on Friday — which requires a $100,000 fee for H-1B applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector
September 21, 2025 at 7:23 PM
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Bloomberg: The US president’s order on Friday — which requires a $100,000 fee for H-1B applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector
Bloomberg: The US president’s order on Friday — which requires a $100,000 fee for H-1B applications — will hurt margins of Indian outsourcers who use the program to deploy engineers to client sites. That’s a blow to India’s $280 billion IT services sector
1/2
Western IT companies build , Innovate and Invest in Future shaping Technologies.
Indian IT services firms distribute cash and celebrate financial engineering.
Western IT companies build , Innovate and Invest in Future shaping Technologies.
Indian IT services firms distribute cash and celebrate financial engineering.
September 13, 2025 at 6:43 AM
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Western IT companies build , Innovate and Invest in Future shaping Technologies.
Indian IT services firms distribute cash and celebrate financial engineering.
Western IT companies build , Innovate and Invest in Future shaping Technologies.
Indian IT services firms distribute cash and celebrate financial engineering.
1/
We shared with Clients that #USDINR is a one side bet amid Tariffs and Geopolitical Tensions..on top of that , the trade deficit will widen, because of lower export volume due to 50% Tariffs and higher imports.
We shared with Clients that #USDINR is a one side bet amid Tariffs and Geopolitical Tensions..on top of that , the trade deficit will widen, because of lower export volume due to 50% Tariffs and higher imports.
August 29, 2025 at 9:07 AM
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We shared with Clients that #USDINR is a one side bet amid Tariffs and Geopolitical Tensions..on top of that , the trade deficit will widen, because of lower export volume due to 50% Tariffs and higher imports.
We shared with Clients that #USDINR is a one side bet amid Tariffs and Geopolitical Tensions..on top of that , the trade deficit will widen, because of lower export volume due to 50% Tariffs and higher imports.
For India Specific Stories, Subscribe to angrymetatraders.com
August 12, 2025 at 1:49 PM
For India Specific Stories, Subscribe to angrymetatraders.com
Sterling was taking a hit against USD and EUR with 30 Y Gilt Yields rose by 20 basis points
July 3, 2025 at 4:13 AM
Sterling was taking a hit against USD and EUR with 30 Y Gilt Yields rose by 20 basis points
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Investors are fleeing long-term US bond funds at the swiftest rate since the height of the Covid-19 pandemic five years ago as America’s soaring debt load tarnishes the appeal of one of the world’s most important markets
Investors are fleeing long-term US bond funds at the swiftest rate since the height of the Covid-19 pandemic five years ago as America’s soaring debt load tarnishes the appeal of one of the world’s most important markets
June 26, 2025 at 4:21 AM
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Investors are fleeing long-term US bond funds at the swiftest rate since the height of the Covid-19 pandemic five years ago as America’s soaring debt load tarnishes the appeal of one of the world’s most important markets
Investors are fleeing long-term US bond funds at the swiftest rate since the height of the Covid-19 pandemic five years ago as America’s soaring debt load tarnishes the appeal of one of the world’s most important markets
Tuesday’s trading band fix suggests Chinese leaders are keeping cooler heads after the initial hotting up with the U.S. got both sides hit with stratospheric levies.
May 6, 2025 at 11:58 AM
Tuesday’s trading band fix suggests Chinese leaders are keeping cooler heads after the initial hotting up with the U.S. got both sides hit with stratospheric levies.
China have no desire to allow the yuan to strengthen in anticipation of a trade deal which may not eventuate, or at the very least is still some way off,” Khoon Goh, head of Asia research at Australia & New Zealand Banking Group wrote in a note.
May 6, 2025 at 11:56 AM
China have no desire to allow the yuan to strengthen in anticipation of a trade deal which may not eventuate, or at the very least is still some way off,” Khoon Goh, head of Asia research at Australia & New Zealand Banking Group wrote in a note.
Saudi Arabia’s rising debt levels come at a critical time for the kingdom, with Crown Prince Mohammed bin Salman due to host US President Donald Trump next week. The American leader will be seeking $1 trillion of investment from Riyadh —
May 6, 2025 at 9:56 AM
Saudi Arabia’s rising debt levels come at a critical time for the kingdom, with Crown Prince Mohammed bin Salman due to host US President Donald Trump next week. The American leader will be seeking $1 trillion of investment from Riyadh —
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I have watched the full interview
It was Vice President Vance who accused Zelensky despite not saying anything wrong and they say, to him don't play games and humiliate the United States. It was like Child play, not someone who has very diplomatic experience
I have watched the full interview
It was Vice President Vance who accused Zelensky despite not saying anything wrong and they say, to him don't play games and humiliate the United States. It was like Child play, not someone who has very diplomatic experience
March 1, 2025 at 8:14 AM
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I have watched the full interview
It was Vice President Vance who accused Zelensky despite not saying anything wrong and they say, to him don't play games and humiliate the United States. It was like Child play, not someone who has very diplomatic experience
I have watched the full interview
It was Vice President Vance who accused Zelensky despite not saying anything wrong and they say, to him don't play games and humiliate the United States. It was like Child play, not someone who has very diplomatic experience
Matrix (2024) noted that pegging the INR to the USD is a mistake, as it leads to declining exports, halted capital flows during external challenges, and slowed economic growth. Given the current conditions, the RBI's decision to avoid this policy is appropriate
#INR #Rupee #Dollar #USD #Fed
#INR #Rupee #Dollar #USD #Fed
January 29, 2025 at 7:38 AM
Currency Moves Yesterday!
#CHF Hammered because of SNB chairman Schlegel commented that Switzerland needs flexible inflation target, as it currently has
#EUR down due to Weak PMIs, 150 bp pricing of cuts by ECB and Dollar strength due to Trump's Trade
#Forextrading
#CHF Hammered because of SNB chairman Schlegel commented that Switzerland needs flexible inflation target, as it currently has
#EUR down due to Weak PMIs, 150 bp pricing of cuts by ECB and Dollar strength due to Trump's Trade
#Forextrading
November 23, 2024 at 3:58 AM
Currency Moves Yesterday!
#CHF Hammered because of SNB chairman Schlegel commented that Switzerland needs flexible inflation target, as it currently has
#EUR down due to Weak PMIs, 150 bp pricing of cuts by ECB and Dollar strength due to Trump's Trade
#Forextrading
#CHF Hammered because of SNB chairman Schlegel commented that Switzerland needs flexible inflation target, as it currently has
#EUR down due to Weak PMIs, 150 bp pricing of cuts by ECB and Dollar strength due to Trump's Trade
#Forextrading
1/2
The Interesting Part is after all artificially pegging the Rupee to the USD at 83 and defending that level for a year ,the RBI can't reduce inflation with its monetary Policy. The rates are higher, the unsecured lending got diminished and you have Food inflation ripping 10.87% YoY.
The Interesting Part is after all artificially pegging the Rupee to the USD at 83 and defending that level for a year ,the RBI can't reduce inflation with its monetary Policy. The rates are higher, the unsecured lending got diminished and you have Food inflation ripping 10.87% YoY.
November 23, 2024 at 1:40 AM
1/2
The Interesting Part is after all artificially pegging the Rupee to the USD at 83 and defending that level for a year ,the RBI can't reduce inflation with its monetary Policy. The rates are higher, the unsecured lending got diminished and you have Food inflation ripping 10.87% YoY.
The Interesting Part is after all artificially pegging the Rupee to the USD at 83 and defending that level for a year ,the RBI can't reduce inflation with its monetary Policy. The rates are higher, the unsecured lending got diminished and you have Food inflation ripping 10.87% YoY.
Robert Petrucci Sir writes on #NZDUSD
1/3
The 0.58900 to 0.59000 realm may now become a target for short-term buying endeavors, but day traders need to understand the large amount of choppiness which has been displayed recently and know that more turbulence is likely coming.
1/3
The 0.58900 to 0.59000 realm may now become a target for short-term buying endeavors, but day traders need to understand the large amount of choppiness which has been displayed recently and know that more turbulence is likely coming.
November 20, 2024 at 1:14 PM
Robert Petrucci Sir writes on #NZDUSD
1/3
The 0.58900 to 0.59000 realm may now become a target for short-term buying endeavors, but day traders need to understand the large amount of choppiness which has been displayed recently and know that more turbulence is likely coming.
1/3
The 0.58900 to 0.59000 realm may now become a target for short-term buying endeavors, but day traders need to understand the large amount of choppiness which has been displayed recently and know that more turbulence is likely coming.
1/2
I'm using Bluesky. The scrolling is very good and slow . But on Facebook, it moves very fast. Same with Instagram. Same with X platform. Why?
I'm using Bluesky. The scrolling is very good and slow . But on Facebook, it moves very fast. Same with Instagram. Same with X platform. Why?
October 5, 2024 at 4:14 PM
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I'm using Bluesky. The scrolling is very good and slow . But on Facebook, it moves very fast. Same with Instagram. Same with X platform. Why?
I'm using Bluesky. The scrolling is very good and slow . But on Facebook, it moves very fast. Same with Instagram. Same with X platform. Why?
Bluesky now has over 10 million users, and I was #4,723,789!
September 20, 2024 at 5:39 PM
Bluesky now has over 10 million users, and I was #4,723,789!