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Contagion or Not, These Emerging Markets Hold Key to Selloff

  • Brazil, Indonesia May Be Better Off Than Currencies Suggest
  • Current Account Deficits Remain Key to Many Developing Nations
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Kay Van-Petersen of Saxo Capital Markets talks about the selloff in emerging markets, the dollar and Federal Reserve.(Source: Bloomberg)
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This year’s global emerging-market selloff has its roots in a slew of mini-routs as the era of easy-money came to an end. Consider Turkey, now paying the price for its refusal to follow orthodox monetary policy; Argentina, facing a crisis of confidence just four years of its last default; China, targeted in a trade war; and South Africa, the emerging-market proxy punished for crisis in any corner of the asset class.

Read More: EM Contagion Concerns Are Becoming Contagious