atans1

Why EMs are a “cheong”

In Commodities, Currencies, Emerging markets on 17/08/2016 at 2:21 pm

The importance of the dollar for EMs: Fed dovishness (US inflation very weak) means currencies no longer weak against the US$. EMs can afford to lower interest rates, currencies to stimulate growth.

Rising oil and commodity prices support EMs

Investors are increasing their bets on EMs

The global hunt for yield targets EMs’ debt

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