China and Emerging Market Liquidity: Straws In The Gale

China and Emerging Market Liquidity: Straws In The Gale

 

·                EM may fare better than in past crises, but the normal positive performance triggers – Chinese stimulus and a weaker US dollar – are still lacking

 

·                China is suffering rising capital outflows. If these outflows continue, they will surely constrain the PBoC in loosening monetary conditions?

 

 

 

 

See our latest published research, China and Emerging Markets Latest GLI™ – October 2022

 

Comments

Popular posts from this blog

China and Emerging Market Liquidity December Update: China, The US Dollar and Emerging Markets

The 2024 US dollar outlook

Global Liquidity Update - December 2023: Devastation or Liquidity Deluge?