Em Outlook Jan21

MARKET VIEWS

Emerging Markets Outlook: Economic Recovery In H2-2021, Liquidity To Support Financial Markets

By Alessandro Magnoli Bocchi and Fawaz Sulaiman Al Mughrabi

In this paper we discuss:

1. PART 1 – Macro Context: COVID-19 Vaccine Distribution To Support Growth In H2-2021
2. PART 2 – Markets: Abundant Global Liquidity To Drive Core-To-Periphery Capital Flows
3. PART 3 – What Is Ahead? Growth And Liquidity To Support Market Performance, Volatility Risks
4. PART 4 – How To Hedge Against A Possible EM Crisis: The Case Of Turkey

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Download PDF: Emerging Markets Outlook – January 2021

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