Boris Vladimirov on Fed Scenarios, Recession Risks and EM Outperformers
Macro Hive Conversations With Bilal Hafeez
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How Does Emerging Market Trade Around Recessions?
Low reserve countries are the ones that either need to raise real rates, or they could see terms e weakness and as vu there. They can't have to do the orthodox thing, tighten everything. Whereas the other guys, a high reserve. Gyes, they have more stabilizers in place in some ways than china. The good stories that you like, in terms of balancig traying, Terms of fisco, is good at the moment. Like at the moment we are seeing more interest towards china.
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