by Gerhard Massenbauer | May 12, 2025 | Analysis, Markets, Multi-currency
In my last article, published on 2 April, I warned of an impending slump in stock markets and emerging market currencies. While it was clear that tariffs were coming, what Trump presented as reciprocal tariffs came as a shock to capital market participants, myself...
by Gerhard Massenbauer | Mar 14, 2025 | Markets
Geopolitical developments, in particular the protectionist economic policies of the US, are increasing capital flight from emerging markets. Investors are pulling out of risky investments, putting increasing devaluation pressure on EM currencies. Short and Medium Term...
