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Global growth – myth versus reality
Weekly investor research
18 April 2016
EM growth has held up well in the period since the Developed Market Crisis (DMC) of 2008/2009, while developed economies
have significantly slowed. Moreover, EM is set to accelerate between 2016 and 2021, while developed economies will slump.
We discuss Argentina’s return to global bond markets, Brazil’s impeachment process and China’s latest data. We also touch
upon politics in South Korea and Ukraine and briefly discuss changes to the monetary policy framework in Indonesia. Do take a
look at the snippets section – almost all of EM’s data releases in the past week surprised to the upside, which should please
those who worry about the progressively gloomier outlook in developed economies.