Qualora nei prossimi mesi la fiducia della Fed nell’economia statunitense aumentasse al punto da indurla ad alzare i tassi d’interesse, i mercati emergenti potrebbe reagire positivamente, soprattutto quelli che esportano beni che beneficiano di un rafforzamento dell’economia americana.
Moving into the second quarter of 2015 and beyond, we believe a complex global background appears broadly favorable for emerging markets.
Al momento riteniamo che le misure di allentamento più recenti in Giappone, BCE, Cina, India e altre banche centrali dovrebbero compensare le preoccupazioni per i potenziali aumenti dei tassi d’interesse...
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