For more information please contact us
ashmail [at] ashmoregroup [dot] com (Email Ashmore)
Big countries, big themes
Weekly investor research
22 July 2019
EM has delivered excellent beta since the Fed began to hike rates some three and a half years ago. However, there are also
very interesting country-specific narratives playing out in many EM countries. This Weekly examines the key themes focusing
the minds of investors on a selection of the larger EM countries at this time.