Reality’s Revenge on Emerging Markets
The Expert View
Featuring Daniel Lacalle
Published on: October 1st, 2018 • Duration: 35 minutes • Asset Class: Commodities, Equities • Topic: Monetary policy, Oil, Emerging marketsDaniel Lacalle, Chief Economist at Tressis Gestión, debunks the illusion of synchronized growth in a global economy fueled by low rates and rising debt. Lacalle tackles China, where he sees stimulus delivering less growth at progressively higher costs, as well as mounting risks in Argentina, Turkey, India, and other EM economies. Filmed on September 18, 2018 in Madrid.