Emerging Markets January 2018

Monday, 22 January 2018

Another year of synchronous global growth is supportive of both cyclical recovery and reforms that will forge improved secular growth rates in India, Russia and Brazil. China continues to successfully manage the conflicting goals of restructuring its economy while attaining its near term growth targets.  With still a some  scope for policy stimulus remaining, and a discount to Developed Markets on conventional valuation metrics, we expect Emerging Markets to continue to outperform Developed Markets again this year.

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