Winners and losers from the surge in commodities and higher rates: The MUFG Global Markets Podcast

The parabolic acceleration in commodity prices, as well as the broadening and deepening monetary policy normalisation, are the two core macro developments currently confronting emerging markets.

In this week’s podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), discusses the exposure of emerging markets to higher commodity prices as well as rising interest rates, and offers his insights as to which economies are best placed to gain, to lose and muddle through over the near to medium-term.

Disclaimer: www.mufgresearch.com (PDF)