Assessing the timeline for Emerging Market central bank rate cuts
19 October 2023
In this paper our specialist Emerging Markets equities investment partner, Northcape Capital, seeks to answer the question about when central bank rate cuts are likely to intensify across the Emerging Markets. The team has noted an overall slowing in the pace of rate hikes in 2023, and in September there was a net zero outcome with eight countries raising rates and eight cutting. Here the team consider the drivers and outlook for further rate cuts across the universe.
