Newsroom & Opinion

The Global Economy is ‘Just Right’ for EM Growth

December 6, 2017
Thought Leadership

Twenty years since the collapse of the Thai baht, nine years since U.S. interest rates dropped to zero, three years since oil prices plummeted, and almost two years since China’s stock market crash, the Emerging Markets (EM) are now poised for growth. The same factors that contributed to these periods of volatility now combine to create the ideal conditions for EM: the U.S. dollar, U.S. interest rates, oil prices and China’s growth. Examining each of these factors and their effects explains why we at Cartica believe the outlook for EM looks “just right.”

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