Strategy Note /
Global

Covid in emerging markets: Where's already infected, vaccinated and re-opening

  • High incidence of prior Covid infection, high vaccination rate, looser restrictions should mean organic growth pick up

  • Our screen highlights, for example, Brazil, Poland, Turkey, Qatar, UAE in EM and Georgia, Iceland, Mauritius in FM

  • And flags ongoing risk in, for example, Egypt, Indonesia, Taiwan, Thailand, South Africa in EM, and Kenya, Vietnam in FM

Covid in emerging markets: Where's already infected, vaccinated and re-opening
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
2 September 2021
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