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The writing is on the wall

Weekly investor research

29 July 2019

The writing is on the wall. Ignore it at your peril. The stimulus-led party in developed economies is nearing the end as growth wanes and the effectiveness of monetary stimulus diminishes. However, the outlook for many EM countries now looks set to improve further. We outline the main reasons to be cheerful. The Weekly also covers economic activity in Argentina and Brazil, the big rate cut in Turkey, South Africa’s ESKOM bailout, political news in Dominican Republic, economic news in Mexico and Singapore and some perspectives on EM bond indices. We also congratulate Egan Bernal and Colombia for securing the first ever EM victory in the Tour the France.

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