Follow the Money

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Follow The Money – The Change in Direction of World Capital Flows Favours Emerging Markets in 2020

 

 

The World is spinning like clockwork. As Central Banks started to ease substantially last year in 2019, so investors’ risk aversion bottomed out, and now, true to form, World capital flows are reshuffling and heading towards riskier climes. It’s a classic liquidity-driven cycle that will inevitably end badly, but for now enjoy the music. History shows that the deteriorating bond and forex markets usually call time on the equity party. So far, things seem OK.

 

 

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