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The Economic Times — Marketseconomictimes.indiatimes.com

Emerging market bets split as global rate paths diverge (opens original article in a new tab)

TL;DR

Diverging interest-rate outlooks are prompting emerging-market investors to adjust their strategies, with some countries raising rates and others considering cuts, while traders focus on currencies with strong fundamentals and high yields.

  • Emerging market investors are adjusting strategies due to diverging interest-rate outlooks
  • Indonesia raised rates to stabilize currency, while Hungary and Poland consider rate cuts as inflation falls
  • Traders expect Brazil to cut rates and Chile to maintain rates, with focus on 'good carry' currencies

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