WEDNESDAY, MARCH 11TH, 2020: DAY TWO – EMERGING MARKET SELECTION AND OUTLOOK
Wednesday, March 11th, 2020
Some countries use barriers and protections to deal with sovereign vulnerabilities as they grow more pronounced. Why has recent contagion risk changed, and is that likely to stay in place for the next 12-18 months?
•Map vulnerabilities by macro environments and by countries
•Emphasize how liquidity problems in Argentina and Turkey did not lead to broader-scaled problems in the last 1-2 years
•Grapple with why this change occurred and whether it is likely to last further