Disclaimer
The views expressed are those of the portfolio manager as of May 2020, are subject to change, and may differ from the views of other portfolio managers or the firm as a whole. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice.
We previously wrote that "banks generally carry a triple threat in this environment". We now update that to four threats.
James Syme provides the team’s signature top-down analysis of emerging markets and the risks and opportunities, country-by-country.
What does Covid-19 mean for emerging markets?
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