Emerging-Frontier Equity Monthly – August: Taper, Covid, Afghanistan

  • Real interest rates diverge substantially across EM, implying different states of preparedness for inflation or US taper

  • EM Covid vaccines still lag in general, but in pockets there is a ramp up which should help growth and re-open tourism

  • Afghanistan is a domestic tragedy but not the regional vortex most assume, nor a signal of waning US commitment to Asia
August 30th, 2021
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