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Emerging Markets and Covid-19: Crisis or opportunity…or both?

30 April 2020
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Do reserve losses, foreign exchange depreciation and recessions in Emerging Markets mean that investors should exclusively focus on developed markets for investments in a post-Covid-19 world?

No one denies that Emerging Markets have their drawbacks. Very few of them run a current account surplus other than when in recession; even China is now in deficit, meaning that economic growth and financial stability largely depend on foreign capital inflows.

Watch the video for the full podcast by Ewen Cameron Watt, Editor-in-Chief.

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