TSS - Emerging Markets Report, May 2015

by Michael J. Howell21. May 2015 17:22

The World is split between those markets where liquidity is rising – Eurozone, China, EM and Japan – and those markets where liquidity is falling or low – US and UK. Prospects for the former group is positive. Emerging Market liquidity is rebounding across many fronts, but the single catalyst appears to be rising Chinese Liquidity. We have argued for 2015 that the reality of Chinese monetary easing will prove more important than the diminishing prospects of US tightening.


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