Fitch: Leverage, Capital Outflows Constrain Policy Space in EM Asia
High leverage and risk of capital outflows constrain the use of monetary policy as a countercyclical tool in some EM Asia economies. Fiscal policy could be a substitute where monetary policy is inflexible. Lower government deficits and debt levels could increase fiscal space, but politics and policy rules could also prove to be a barrier in practice.
The January edition of "Asia-Pacific Sovereigns Chart of the Month" is available at www.fitchratings.com.
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