Region Thematic & Sector Emerging Markets & Asia|21 May 2021 Emerging Markets: The impact of inflation and political intervention

Jorry Noddekaer explains why, while recognising the fears of an inflation spike in the short term, he sees a favourable growth environment for emerging market equities over the medium to long term. He argues that instead of seeing signs of structural inflation, he is more positive about an orderly return to pre-pandemic levels.

 
READ THE FULL ARTICLE HERE