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In our recent extended panel assessment on EM FX, we found most currencies have yet to recover ‘fair value’ after the March 2020 overshooting...
According to our pandemic-impact scorecard, EMs on average have been most afflicted, followed by frontier markets, with advanced economies...
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...
Following the terrible disappointment of the last decade, the era of lows – low GDP growth, inflation, real interest rates, asset returns, and...
Emerging market financial conditions remain very favourable in early 2021 even as inflation fears have grown and government bonds yields have...
Inflation is picking up across advanced economies (AEs) and emerging markets (EMs), but the data suggests this will again prove temporary. We see...
The 2020 pandemic exacerbated Latin America’s main weaknesses – weak trend growth and rising public debts - opening the door for populism to...
We estimate overall long-term economic scarring will be slightly higher in emerging markets (EMs) than in advanced economies (AEs). Although AEs...
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