Contextualising the IMFs fiscal assessment for global markets: The MUFG Global Markets Podcast

The IMF’s semi-annual Fiscal Monitor report recently published – arguably the most comprehensive source of standardised global fiscal data available – accentuates how fiscal policy can protect emerging market economies against the cost-of-living crisis, while concurrently preserving medium-term sustainability of public finances.

Ehsan Khoman, Head of Commodities, ESG and Emerging Markets Research (EMEA) discusses the IMF’s key conclusions and offers insights into why he believes the next major imbalance to materialise across the emerging markets complex will be public finances. Ehsan believes that those comprising large fiscal deficits, public debt levels and weaker balance sheets will be key differentiating factor for markets to cogitate in the months ahead.

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