On Friday, I wrote about the slowdown in China, the bear market in commodities, and the volatility in emerging markets as being all interrelated. Of course, there is more to the selloff in emerging markets than just the slowdown in China and commodity prices. Much of the problem is political and has to do with macro imbalances in particular markets. But the perceived tightening in the US and now the UK has also brought a new risk-off source of volatility as well.
Just reviewing here, last week I wrote a series of posts on China and the impact of slowing growth in China. The first was “Gauging China’s growth”, followed by “Australia: Is this the end of the natural resources boom?” and a post on the Canadian housing market as I felt those two developed markets were mos...
As this site is now reader-supported via Patreon, the remainder of this article is only available to subscribers at a specific patronage level. Articles at patronage levels BRONZE, SILVER, and GOLD are denoted by the categories in blue capital letters above the post. Posts categorized DAILY are available to both SILVER and GOLD patrons.
Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.