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EM growth is strong with more to come

Weekly investor research

21 August 2017

EM is growing faster than expected. This outperformance coincides with more positive sentiment towards the asset class among foreign investors. This may well be a causal relationship: finance constrained EM economies have considerable room to grow if financial conditions continue to ease on the back of inflows. S&P takes the long view in Brazil. The upcoming midterm elections in Argentina have taken on greater significance as the government considers a provincial fiscal responsibility law as part of the 2018 budget bill. Kenya’s opposition agrees to go to court rather than to the streets to challenge the recent election result. Venezuela’s Constituent Assembly takes over the powers of the National Assembly. China formalises rules governing FDI. ETF-related risks in EM remain very small. The global backdrop discusses inflation.

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