De Silva: Fed Tightening Not Good For EM

The transcript discusses predictions for interest rate changes, focusing on the potential impacts on emerging markets and currencies. It highlights the aggressive rate hikes in Brazil and the challenges faced by emerging Asia in catching up. The discussion also covers the correlation between the strength of the dollar and EM debt yields, and the potential for currency wars due to interventions by major economies like China and the US.

What challenges do Asian countries face in terms of interest rate adjustments?

What are the potential consequences of a currency war as discussed in the text?

How does the housing market data in China compare to that of the US?