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April 12, 2018
Emerging Markets and the Global Economy in the Month Ahead: Although EM's upturn is in early stages across many emerging economies and could be sustained for a couple of years in many others, EM's "rally cycle" is already four years long in hard currency debt and its extension hinges crucially on global growth acceleration. This is now being challenged by US policy initiatives and geopolitics. Will this pass without disrupting the still benign underlying global recovery, and do such initiatives still have additional legs? [more]
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