Emerging Markets Charts & Views - Market dislocation creating long-term opportunities

Tuesday 19 May 2020

Research / Market

Two major drivers are shaping the landscape for EM countries: Covid-19 and oil dynamics. We are mindful that current events will have very significant negative effects on the economic outlook for EM this year, leading many countries into recession. However, for those experienced in financial markets, shocks are nothing new, particularly within EM. The GFC and the US-China trade war are two recent examples of crises that we have learned from and that mean the current shock has not caught us unprepared...

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