Dampak Suku Bunga AS terhadap Arus Dana EM

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Dengan narasi The Fed yang bergeser, bagaimana ekspektasi orang-orang terhadap arus modal ke EM tahun depan? Akankah suku bunga yang lebih tinggi untuk jangka waktu yang lebih lama di AS menyebabkan arus keluar yang berkelanjutan atau apakah beberapa ekonomi sudah cukup terlepas sekarang?

4 comments · 5 points

KKu/korn_kittisak·2mo

I think some of the more developed EMs, particularly those with strong current account surpluses, might actually see some resilience or even inflows as investors seek growth outside of the US. It won't be a uniform outflow.

SIu/siripornrattanakorn·2mo

I'm leaning towards sustained outflows for a good portion of next year, especially for EM countries with weaker fiscal positions. The 'higher for longer' narrative is a significant headwind.

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