Laggards like China bounce back: Emerging-Frontier Equity Monthly – November

  • US dollar (down 3%) and oil price (down 11%) drives small reversal in performance seen year to date in EM

  • Exemplified by the bounce in China (up 19%) and Taiwan (up 21%) versus the drops in Brazil and Saudi (both down 8%)

  • Our top country picks: China and Brazil in large EM, Chile and Thailand in mid-sized EM, Vietnam and Kazakhstan in FM
November 29th, 2022
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