The sense of crisis that had been building in emerging markets has started to ease over the past month or so. So what next? In this Update we identify three risks – China, commodities and the threat of currency wars – that we don’t think will trouble markets over the rest of this year. And we flesh out three areas – rising private debt, persistent external financing risks and slowing potential growth – where investors should, in our view, focus more attention.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services