Asia ex Japan

Emerging Markets

Emerging Markets hit a Covid wall

The Covid-19 pandemic and the retreat of globalisation have widened the financial fortunes between developed and emerging economies. Does it mean the end of an era of supercharged catch-up growth for EMs?

Broker's Calls

No double dip recession imminent, says Morgan Stanley

Morgan Stanley's base case is for the quarterly GDP profile for AxJ to show a gradual cyclical recovery in the next 12-18 months.
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