Emerging Markets, Leftist Latin Americans, and the Next Taper Tantrum (LGIM)

An analysis of external portfolio liabilities shows Latin America – historically highly dependent on foreign investors – could be vulnerable as its politics turn to the left. If change is too radical, there is a lot of money that could seek a home elsewhere. In recent years, Poland and Hungary have been examples of how unorthodox policy choices can drive foreign ownership well below its historic norms. READ MORE

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