bearish

EM Economies Divergent Performance

230 Views16 Aug 2024 08:45
​Global market turbulence impacts EM. Some assets benefit from U.S. rotation. Brazil and Mexico yield risk is high. Event risk in Mexico and rotation into EM equities is possible.
What is covered in the Full Insight:
  • Introduction
  • U.S. and Japan Market Corrections
  • Country-specific EM Insights
  • China's Economic Outlook
  • Conclusion
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 5-minute read)
Discussions
(Paid Plans Only)
Logo
Rising
Alex Ng
Founder & Head of Research
Fortress Hill Advisors
Multi-AssetMacroeconomicsCross Asset Strategy
x