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Growth polarisation

Weekly investor research

15 April 2019

The latest IMF World Economic Outlook confirms that the difference in economic growth rates between Emerging Markets (EM) and developed markets (DM) will continue to widen over the next five years. According to the IMF, the differential is set to nearly double to 3.2% over the period. Investors should pay heed; stronger relative growth is associated with more investment opportunities, better investment performance, and stronger EM currencies. In country-specific news, Turkey announces vacuous economic policy changes, voting kicks off in the world’s largest democracy, Lebanon reforms its electricity sector, Sudan unseats a strongman, exports and credit data stage a strong rebound in China, JP Morgan places Venezuela on index watch, and Indonesians prepare to vote in parliamentary and presidential elections.

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