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The Street View

Emerging Markets and Covid-19

02 April 2020
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Do reserve losses, foreign exchange depreciation and recessions in Emerging Markets mean that investors should exclusively focus on developed markets for investments in a post Covid-19 world?

No one denies that Emerging Markets have their drawbacks. Very few of them run a current account surplus other than when in recession; even China is now in deficit, meaning that economic growth and financial stability largely depend on foreign capital in flows. No one denies that the current crisis is enormous. Yet hold on before “emptying the baby out with the Covid-19 bath water”!

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