Navigating the Fed‘s tapering strategy across emerging markets: The MUFG Global Markets Podcast

Emerging market investors remain fixated on the US Federal Reserve’s 21-22 September FOMC meeting for details on the start date, pace and duration in tapering of its monthly USD120bn (USD80bn Treasury securities and USD40bn agency securities) asset purchases.

In this week’s podcast, Ehsan Khoman, Head of Emerging Markets Research (EMEA), contextualises what’s in store for emerging markets as they navigate the trajectory of the Fed’s tapering strategy, which he believes will have explicit implications on the pace of global liquidity growth, and in-turn emerging market fund flows.

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