Strategy Note /
Global

Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?

  • High misery (inflation plus unemployment) relative to history indicates protest potential

  • Weak government is a necessary factor for this potential to erupt into serious disruption

  • Ex-Sri Lanka, high misery versus history and weak government in Lebanon, Pakistan, Romania, Thailand, with Turkey close

Misery in emerging markets: Is Sri Lanka the protest canary in the EM coal mine?
Hasnain Malik
Hasnain Malik

Strategy & Head of Equity Research

Tellimer Research
11 July 2022
Published byTellimer Research

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