In EM, Beware Commodity Riches Without Policy Smarts

By Fernando Losada (pictured) and Alexander Perjessy of AllianceBernstein (NYSE:AB) Fixed-income investors often divide emerging markets into commodity exporters and commodity importers. We think this overlooks an important reality: commodity wealth is not the sole—or even the most important—driver of EM performance.

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How Will Latin America Weather a “Sudden Stop” in Investment?

Since May, over one-quarter of the past five months’ foreign portfolio investment into emerging markets has been withdrawn, according to the latest available data from Emerging Portfolio Fund Research. For the Latin American economies, this is likely to result in slower growth, but the impact may be milder this time around.

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