Emerging-Frontier Equity Monthly – August: Taper, Covid, Afghanistan
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Real interest rates diverge substantially across EM, implying different states of preparedness for inflation or US taper
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EM Covid vaccines still lag in general, but in pockets there is a ramp up which should help growth and re-open tourism
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Afghanistan is a domestic tragedy but not the regional vortex most assume, nor a signal of waning US commitment to Asia
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.