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Uncertainty reigns: The market outlook at mid-year

Making Sense

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Emerging Markets: Navigating Uncertainty

This chapter examines the growth outlook for emerging markets as they face a slowdown, with projections dropping from 3.9% to 2.3% due to various factors such as U.S. tariffs and geopolitical risks. Despite these challenges, emerging market currencies show signs of resilience, driven by potential inflows and undervalued positions. Central bank policies, upcoming elections, and recession risks are discussed as critical elements shaping the investment landscape in the latter half of 2025.

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