The new world: Seven factors driving emerging markets post-Covid
Driving forces examined
Ian Beattie of Nedgroup Investments
Earlier this year, we suggested that the policy response to the Covid-19 crisis would lead to a strong rise in global money growth, in turn suggesting strong economic growth in late 2020-21.
The subsequent monetary pick-up has exceeded expectations, raising the prospect of a full-scale boom in 2021 with an accompanying inflation pick-up. Emerging market (EM) equities would be expected to outperform...
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