Strategy Note /
Global

Emerging-Frontier Equity Monthly – November: Omicron jolt

  • Omicron Covid wave hits with vaccination higher (ex-Africa) but policy stimulus capacity and lockdown tolerance lower

  • Outperformers this month: Taiwan (Tech metaverse hope), Chile (rightist election lead), Dubai (privatisation hype)

  • Underperformers: Russia (oil, Ukraine), SA (Covid), Poland (inflation), Turk (rate cut), Pak (austerity), Arg (election)

Emerging-Frontier Equity Monthly – November: Omicron jolt
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
29 November 2021
Published by