We’ve seen some stabilisation in the emerging-markets space over the last few weeks, but with the trade war escalating, we are not out of the woods. The fear now is that US-China sparring has fused into the kind of slugfest that could prove difficult for both parties to pull back from. And a fresh round of tit-for-tat duties could tip some EM currencies over the edge.
- Trade war has escalated to a point unimaginable a few months ago
- Tensions show little sign of abating as settlement in near term unlikely
- ‘Strong leadership’ takes precedence over search for common ground
- Implications for EM forex ominous despite benign October so far
Date: Thursday, October 25, 2018
Time: 10:30 CEST
Duration: 30 minutes, including Q&A
We’ve had a great reception to the first two editions of Emerging Markets View and we hope you’ll be just as engaged with issue three. Join our EM analysts Amy Zhuang, Anders Svendsen, Morten Lund and Tatiana Evdokimova for an in-depth discussion of what to expect going forward.
After the event, a recording and slides will be sent to all who register.
Related research from Nordea Markets:
The information provided within this website is intended for background information only. The views and other information provided herein are the current views of Nordea Markets as of the date of publication and are subject to change without notice. The information provided within this website is not an exhaustive description of the described product or the risks related to it, and it should not be relied on as such, nor is it a substitute for the judgement of the recipient.
The information provided within this website is not intended to constitute and does not constitute investment advice nor is the information intended as an offer or solicitation for the purchase or sale of any financial instrument. The information provided within this website has no regard to the specific investment objectives, the financial situation or particular needs of any particular recipient. Relevant and specific professional advice should always be obtained before making any investment or credit decision. It is important to note that past performance is not indicative of future results.
Nordea Markets is not and does not purport to be an adviser as to legal, taxation, accounting or regulatory matters in any jurisdiction.
The information provided within this website may not be reproduced, distributed or published for any purpose without the prior written consent from Nordea Markets.