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

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

 

Emerging Market Liquidity conditions improved noticeably in November 2023, according to the jump in our EMLI™ index to a reading of 55.1. This rise was underpinned by buoyant cross-border capital inflows from foreign investors (index 68.6); an impressive rebound in private sector liquidity generation (index 54.1), reflecting signs of firming commodity markets, and further signs of easing by regional Central Banks (index 63.7), noticeably China (index 72.1). This provides a solid base for prospective EM stock market gains in 2024.

 

 

 

See our latest published research, China and Emerging Market Latest GLI™ – December 2023

 

For further information, please contact us at research@crossbordercapital.com

 

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