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Picking up where we left off
Weekly investor research
08 January 2018
Emerging Markets (EM) have picked up where they left off last year – with solid performance. Fundamentals look good too, in most countries. We summarise the main developments in EM over the holiday period.
EM is no longer a commodity play. This report establishes commodity profiles for 114 EM countries and shows that extreme sensitivity to commodities is concentrated in a relatively small section of EM,...