Emerging Market Liquidity: The Risks of Bretton Woods 3

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Emerging Market Liquidity: The Risks of Bretton Woods 3

 

·                Currently average investors’ exposure to EM sits above our index threshold of +40 that represents two-standard deviations above normal

 

·                Since 2016/17 (Shanghai Accord), there is compelling evidence that pan-Asian policy-makers have been targeting their currencies. This may be aptly described as Bretton Woods 3?

 

 

 

See our latest published research, Emerging Markets Latest GLI™ – July 2021

 

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