Jackson (w)Hole lot of expectation for emerging markets: The Global Markets Research Podcast

In a key week for global markets, the US Federal Reserve’s Jackson Hole Economic Policy Symposium, under the theme of “macroeconomic policy in an uneven economy”, could offer investors greater clarity on the future direction of Fed’s tapering strategy.

In this week’s podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), discusses how what transpires from Jackson Hole could prove a potential positive turning point for emerging markets, with the core challenge for the Fed being to communicate a coherent timetable for tapering without triggering a tantrum.

With that uncertainty in the wind, emerging market risk assets are in a current state of flux, as investors await guidance with trepidation.

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