Five years after the 2013 “taper tantrum”, the world is on the brink of yet another emerging market meltdown whose twin epicenters are now Istanbul’s Bosphorus and the Argentine pampas. There is now a tangible risk of contagion in the asset class, a ghastly replay of 1998 and, yes, 2008. I got MBA (Master of Bubblelogy and Amnesia!) in Wharton but got my true education trading the global markets during Mexico ’94, Thailand/Indonesia in ’97, Russia in ’98, Turkey and Argentina in 2001 and the GCC since the Emaar IPO. This time the wolf is here. Here’s 12 reasons why:
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