米国金利が新興国市場の資金フローに与える影響

FRBのナラティブが変化する中、来年の新興国市場への資本フローについて皆の予想はどうだろうか？米国の「より長く高い金利」は持続的な資金流出につながるのか、それとも一部の経済はすでに十分にデカップリングされているのだろうか？

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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Traderforum · 日本語