Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma
Macro Hive Conversations With Bilal Hafeez
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The Future of Emerging Markets
The dream of the BRICS is in part a child of low interest rates and an easy monetary policy. Once there's liquidity, as we're drawn for a persistent amount of time, we will see fewer investable countries. The development that will shape emerging markets even more going forward is China's involvement in Taiwan. We don't think this is an imminent development, but it is possible to foresee more aggressiveness towards Taiwan in the future.
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