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The Street View

Macro Forum insights and perspectives December 2018

01 December 2018
Email Actis

If a week is a long time in politics-ask Theresa May- a year can seem like a long time in investment markets. This has certainly been true as for growth (or emerging) markets in 2018. A year ago sentiment was riding buoyant with a seemingly unstoppable rush to force as much exotica into portfolios.

Today everything has changed. EM bonds and currencies have fallen in value, crisis has engulfed Turkey and Argentina and extreme stress has been felt in South Africa, India and Indonesia among others. What has changed to send sentiment through 180 degrees? And will current fears deepen?

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