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Guy Monson: how European QE will boost emerging markets
by Robert St George on Apr 15, 2014 at 09:37
Domestic reforms should help both – with China expected to liberalise interest rates and India’s politics and central bank moving in an ‘overtly’ pro-business direction – as should European QE.
‘I bet a lot of that liquidity will flow into emerging markets,’ Monson said. ‘There is a lot of footloose capital in global equity markets.’ He recalled the flight from Europe in 2011 and subsequent return last year as evidence of the effect such flows could have on markets.
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From Nigeria to Pakistan and from Kenya to Kuwait, frontier markets are catching investors' attention as never before.