Emerging markets (EMs) have been underperforming in recent months - a big shift from the EM rally around the turn of the year. Eimear Daly is joined by Alvaro Vivanco to discuss the impact of central bank rate cuts, falling carry and whether inflation can still move lower. However, the short-term outlook may not detract from some positive long-term sentiments.
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NB: This was recorded on 28 September 2023.For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html
Emerging markets (EMs) have been underperforming in recent months - a big shift from the EM rally around the turn of the year. Eimear Daly is joined by Alvaro Vivanco to discuss the impact of central bank rate cuts, falling carry and whether inflation can still move lower. However, the short-term outlook may not detract from some positive long-term sentiments.
Remember to hit 'follow' so you can listen to our latest episodes as soon as they’re available – and hit the ‘like’ button so it’s easier for others to find.
NB: This was recorded on 28 September 2023.For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html Please view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html