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Equity Outlook 2021: Emerging Markets
The Emerging View
06 January 2021
2020 will live long in memory, and so it should. EM have navigated, and in some cases excelled, during the most challenging stress test in recent history. The crisis will ultimately prove temporary, in our opinion, and 2021 is well placed to be a year of recovery.
EM growth is set to lead globally with positive ramifications for their earnings and stock market returns alike.