2min chapter

The Macro Brief by HSBC Global Research cover image

EM’s rough ride

The Macro Brief by HSBC Global Research

CHAPTER

New Dynamics and Challenges in Emerging Market Investing

Exploring the historical phases of emerging markets and the potential for new dynamics in investing in these assets, highlighting challenges such as less favorable growth and inflation mix, reduced support from China, high global rates, low global liquidity, and a strong US dollar. Introducing a framework for assessing markets in this current environment.

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