Macro Analysis /
Global

The countries most vulnerable to rising inflation and rates in developed markets

  • Risk-off environment and possible “tightening tantrum” in 2022 will require differentiation among EM assets

  • Our scorecard identifies which EM countries may be at the greatest risk heading into 2022

  • Most vulnerable include Mongolia, Tunisia, Argentina, Jamaica, Belarus, Sri Lanka, Turkey, and South Africa

The countries most vulnerable to rising inflation and rates in developed markets
Patrick Curran
Tellimer Research
6 December 2021
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