Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
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While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
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Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
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A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
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