Structural reform has disappeared in emerging markets: Where might it revive?
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Structural reform should be a key ingredient for the investment case in emerging markets
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Covid, high fuel and food prices, higher cost of funding: 3 crises that have overwhelmed structural reform efforts
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Political mandate (size of effective legislative majority, time before next election) point to where reform might revive
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.