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EM status update

Weekly investor research

23 November 2020

Vaccine developments, big improvements in economic activity and more benign geopolitics bode very well for returns across EM markets in 2021, notably for EM equities. Turkey’s central bank signals a welcome change in monetary policy, but is President Erdogan really on board? Peru may become more stable as Sagasti takes over the presidency. Thailand acts to stem currency appreciation. Bank Indonesia cuts the policy rate amidst strong external balances. China signals further trade liberalisation.


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