Investment Management

Emerging Markets: A Great Awakening


As COVID restrictions ease, many EMs are reopening and economic activity is rising. China continues to advance its Common Prosperity initiative while transitioning into accommodative monetary policy. Meanwhile, inflation looms, and central banks in some developed markets have begun tightening. Now, two years after the virus emerged, we share our thoughts about how EM equity and debt are likely to fare in this reawakening.

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