Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Memperhatikan $OIL melanjutkan kenaikan lambatnya hingga $28.42; ini halus, tetapi cukup membuat saya memikirkan potensi tekanan pada neraca transaksi berjalan di negara-negara EM yang banyak mengimpor, dan bagaimana hal itu dapat diterjemahkan menjadi risiko depresiasi lebih lanjut untuk mata uang EM tertentu yang saya pantau.
That's a solid point. The sustained rise in oil, even if gradual, could definitely start to pinch those economies, especially if their recovery isn't strong enough to offset the import bill. Are there any particular EM currencies you're watching most closely for this impact?
That's a solid point. Even a gradual increase in oil prices can really start to chip away at those current accounts for import-reliant EMs. Are there any particular currencies you're keeping a closer eye on given this trend?
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