| 21 May 2004

Tracking emerging market risk

Investing in emerging markets may be getting riskier, as what had been a friendly environment for emerging markets now looks much less benign, suggests Mark Thirlwell. Higher oil prices, rising geo-political risk and the prospect of tighter monetary policy in the US all mean that taking risky bets in return for higher yield now appears to be a less attractive option for investors.Mark Thirlwell

  • Mark Thirlwell

Investing in emerging markets may be getting riskier, as what had been a friendly environment for emerging markets now looks much less benign, suggests Mark Thirlwell. Higher oil prices, rising geo-political risk and the prospect of tighter monetary policy in the US all mean that taking risky bets in return for higher yield now appears to be a less attractive option for investors.Mark Thirlwell

  • Mark Thirlwell