EM Strategy Monthly: China fears are overdone but markets face a rough patch ahead

  • Risk: We cut our call on EM risk to neutral owing to concerns about future Fed policy.
  • Brazil: We maintain our positive call on equities because of the good reform prospects.
  • China: We cut our call on equities to negative owing to the near-term economic slowdown.
  • Turkey: We cut our call on equities to negative as the economic hard landing intensifies.

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Markets

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