
Macro Monthly: The case for emerging markets
This month’s Macro Monthly takes a closer look at the case for emerging markets in light of the coronavirus threat.
Coronavirus will likely be negative for first-quarter global growth, but we do not expect it to derail the ongoing global manufacturing rebound. Even if the impact is bigger than we currently expect, the Chinese authorities have the full policy mix at their disposal to provide additional stimulus should it prove necessary.
Macro Monthly – Februar 2020See the latest issue
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