Amid Nightmare Quarter, Here’s The ‘Severe Bear Case’ For Emerging Market Outflows

Amid Nightmare Quarter, Here’s The ‘Severe Bear Case’ For Emerging Market Outflows

It's been tough times for emerging markets of late thanks to a variety of factors that have conspired to create something akin to a perfect storm. You've got i) the threat of a trade war weighing on the outlook for global growth, ii) that same trade war threat pushing China towards a devaluation of the yuan, iii) the winding down of DM QE reversing the mad scramble down the quality ladder that heretofore kept a bid under risky assets, iv) rising volatility in EM FX undercutting the viability of
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