Emerging Market Liquidity Transmission

The New York Fed  released a report Wednesday on emerging markets capital flows. The paper discusses the role global banks played in the transmission of the current crisis to emerging-market economies [EM].

The following capital flows to emerging markets by EM region chart  shows the dramatic changes in receipts by these regions.

Cross-Border Bank Lending Flows to EMEs

As you can see, the accumulation of foreign capital started uptrending since 2002 and sort of became more extreme for emerging Asia and emerging Europe. Both regions as a result of a near global banking system collapse are expected to be impacted by foreign liquidity conditions but to differing degrees based on their exposure.

As the report notes, inflows to emerging Asia have collapsed more dramatically than flows into emerging Europe and Latin America. For the latter regions, net capital inflows remain above levels experienced as recently as 2006.

Graph: New York Fed

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