Attention Economy


Monday, May 14, 2018

Emerging Markets – Asia versus the Rest

Why Asia Will Come Out on Top as Emerging Markets Get Shaken Up
Lilian Karunungan notes:
“In the mid-1990s, U.S. interest-rate increases helped spark a Mexican peso devaluation that fueled capital flight and caused the so-called Tequila crisis. Within a few years, the sell-off had spread to Asia, which became the center stage of the emerging-market crisis, during which currencies were devalued as the region was sent into an economic tailspin. Fast forward to 2018, and history is repeating itself, with a crisis brewing in Latin America as Argentina seeks emergency funding just as the dollar and U.S. bond yields spike.
But this time around, Asia is less vulnerable to contagion, says Macquarie Bank Ltd.’s Nizam Idris.”


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