Continued US dollar strength has focused attention on weaker commodity prices and dented investor enthusiasm for emerging markets in recent months—stoking fears that the current climate could lead to a repeat of the 1997-1998 Asian Financial Crisis. However, Chetan Sehgal, Franklin Templeton Emerging Markets Equity, feels these concerns are largely overdone. He believes the last two decades of mass financial reforms have transformed emerging Asia's financial markets.
In part two of this series, “The Impact of US Policy on Emerging Markets,” Chetan outlines the progress he’s seen in emerging Asia’s financial markets. He also explains why he thinks the US dollar’s influence doesn’t necessarily have to dim the prospects for emerging markets.
Artykuł The Impact of US Policy on Emerging Markets—Dollar Concerns “Overdone” pochodzi z serwisu Investment Adventures in Emerging Markets.
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