Macro Analysis /

ETM SA Monthly Investment Insight_July 2021

  • It has been a bumpy few weeks for financial markets

  • Concerns mounting over the rapid spread of the new Delta variant of the coronavirus

  • While the recovery in EM assets has wobbled in recent weeks, we remain bullish on EMs in the short to medium term

Kieran Siney
Kieran Siney

Head of African Markets

Lloyd Miller
Lloyd Miller

Head of Developed Markets and Latin America Research

ETM Analytics
28 July 2021
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