Strategy Note /
Global

Emerging-Frontier Equity Monthly – July: Growth, debt fears but Fed less hawkish

  • Commodities down (growth fears), stressed parts of EM in the grip of external debt fear, but US Fed a bit less hawkish

  • China stutters (off-plan property boycotts, lingering Covid, Didi penalty, Yaqing probe), EU energy crisis infects Euro

  • EM views: China over India (stimulus), Vietnam (manufacturing), Copper (Chile) over Oil (Saudi), Tourism (eg Thailand)

Emerging-Frontier Equity Monthly – July: Growth, debt fears but Fed less hawkish
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
1 August 2022
Published byTellimer Research

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