With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
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Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
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.
Brazil seeks fiscal stability while confronting high interest rates and a slowing economy.
Amid continued global economic uncertainty, the outlook for emerging markets is looking relatively brighter.