Five reasons central bank actions no longer impact EMs like they used to

Proposed changes to monetary policy

clock • 4 min read

Four years ago, hawkish noises from the US Federal Reserve caused the infamous 'taper tantrum' across the world. Emerging market assets became a casualty of this and the sector fell out of favour with investors as a result.

To continue reading this article...

Join Investment Week today

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Emerging markets

Ninety One's EM equity strategies land £3bn mandate from Standard Life

Ninety One's EM equity strategies land £3bn mandate from Standard Life

EM and Asia ex-Japan

clock 03 September 2026 • 1 min read
Alquity's Francisco Gonzalez: India's overlooked opportunity amid the AI rally

Alquity's Francisco Gonzalez: India's overlooked opportunity amid the AI rally

Macro and micro remain 'solid'

Francisco Gonzalez
clock 05 August 2026 • 4 min read
JPMAM's Anuj Arora on China becoming EMs' 'contrarian play'

JPMAM's Anuj Arora on China becoming EMs' 'contrarian play'

Asia ‘workshop of the world’

Michael Nelson
clock 16 July 2026 • 3 min read
Trustpilot