New Economy Forum
GLOBAL INSIGHT: Three Takeaways on the Emerging Market Outlook
This article is for subscribers only.
Some tailwinds have developed for emerging markets. The squeeze on energy importers is easing thanks to abundant oil supplies. De-dollarization can create demand for currencies like the Chinese yuan and the Singaporean dollar. And a return to orthodoxy will benefit Turkey in the long term, even if it induces some short-term pain.
Our big takeaways from last month: