End of Easing Cycle Makes for a Picky Time in Emerging Markets

  • South Africa may ease this week; others likely to stand pat
  • BNP Paribas turns more selective on emerging-market assets
Dollar to Come Under Renewed Pressure: TD Securities
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September is shaping up to be the month when the dial on the interest-rate compass no longer pointed so markedly south for the world’s developing economies.

Of the six major emerging-market central banks due to decide policy in the coming week, only one -- South Africa’s -- is forecast to lower borrowing costs, extending a pattern that saw Malaysia, Peru, Ukraine and Chile keep rates unchanged this month.