Thiruvadanthai de Jerome Levy: Los ME enfrentan un desafío de crecimiento

The transcript discusses the current anxiety in emerging markets (EM) like Argentina, Turkey, and South Africa, questioning if these are isolated issues or part of a larger problem. It differentiates the current situation from the 1998 crisis, highlighting unique challenges such as growth issues and domestic credit problems. The discussion covers the impact of capital flows and currency pressures on EM economies, emphasizing the role of inflation and central bank policies. Vulnerable economies like Turkey and India are examined, with a focus on the effects of rising oil prices.

In what ways have the exports of emerging markets changed since the crisis?

What impact does the rise in oil prices have on net oil-importing countries like India?