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Emerging Asia's recovery can withstand reflation trade: S & P


The reflation trade that is lifting US yields will not hit Asian emerging markets financial conditions and growth outlook as much as during the taper tantrum of 2013, S & P Global Ratings said on Wednesday.
The recovery across Asia s emerging economies should withstand rising US yields so long as this reflects an improving growth outlook and reflation rather than a monetary shock, said Shaun Roache, Asia Pacific Chief Economist at S & P.
In 2013, US yields leaped after the Federal Reserve indicated it will begin unwinding its quantitative easing programme. The resulting panic over rising credit costs led to sharp outflow from emerging markets, including Asia s, and forced central banks to hike interest rates. ....

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Oil drifting, gold remains steady - MarketPulse
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Covid-19 Crisis: Normalisation And It's Implications For Emerging Markets


Mar 10 2021, 8:59 AM
March 10 2021, 8:00 AM
March 10 2021, 8:59 AM
Global market pressures are an upshot of capital forcing a synchronicity of monetary normalisation across economies despite a sharp asynchronicity in their recoveries from Covid-19, against a backdrop of U.S. exceptionalism.
Global market pressures are an upshot of capital forcing a synchronicity of monetary normalisation across economies despite a sharp asynchronicity in their recoveries from Covid-19, against a backdrop of U.S. exceptionalism.
A Resurgence of U.S. Exceptionalism
First, the good news, but primarily from a U.S. perspective. With every passing tranche of stimulus, the cumulative fiscal response in the United States has grown from an axe to a sledge hammer to an 800-pound gorilla. Likely chastened from the experience of the global financial crisis, where both the quantum of the fiscal response and the speed of the rollback was retrospectively believed to be too conservative â ....

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