The Prospects For Emerging Markets
The Prospects For Emerging Markets
Key points
We see room for a further recovery in emerging market (EM) assets, particularly equities, after an unexpectedly prolonged selloff.
The Fed raised rates last week, and Italy released a draft budget that was more expansionary than expected. Brent crude hit a four-year high.
Polls suggest Brazil’s election on Sunday will result in a second round with two far-from-center candidates. Local…
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