Strategy Note /
Global

Emerging-Frontier Equity Monthly – December: Taper, Omicron, Russia, Turkicide

  • Policy rate tightening in DM presents the next long-running concern for EM, although many are already hiking rates

  • Omicron concern persists although consensus expects faster contagion but less hospitalisation versus earlier variants

  • Russia was dragged down by Ukraine risks and state involvement in Tech. Turkey FX measures provide only temporary relief

Emerging-Frontier Equity Monthly – December: Taper, Omicron, Russia, Turkicide
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
29 December 2021
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