Things are looking a bit better because of China - not just the export numbers but also the actions it took by intervening on FX and stocks. Sebastien Barbe More Quotes by Sebastien Barbe More Quotes From Sebastien Barbe Now the question for many central banks is: should they increase (rates) more quickly? Sebastien Barbe business The Chinese problems are not yet solved and the U.S. Fed rate hike is still in the pipe, so we don't expect any meaningful and sustainable rally in emerging markets in the short term. Sebastien Barbe company-news Pressure is building because of lower oil prices and a higher dollar. If oil prices continue to move lower and you have more questions raised about changing the peg, the spread will continue to widen. Sebastien Barbe company-news Given the ECB background we are likely to see more support for emerging assets. Sebastien Barbe company-news
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