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Where will global growth come from?
Weekly investor research
21 January 2019
As governments in developed economies scale back the easy monetary and fiscal policies, which fuelled much of their growth since 2008/2009, which countries are going to be the leading growth drivers in next five years?
The inclusion of Chinese bonds in the GBI EM GD is the single most important development since the inception of the index. We explain why. The price action in EM bonds so far this year has been stellar,...