EM Strategy Monthly: China new monetary measures spell trouble ahead for global markets

  • Risk: We maintain our neutral call on EM risk; we are more positive on prospects for a Fed pause but more negative on the global outlook.
  • Brazil: We maintain our positive call on equities owing to the continued good reform prospects.
  • Russia: We hike our call on equities to positive; although sanctions risk is still high, it has eased over the past month. 
  • India: We cut our call on equities to negative owing to rising political risk ahead of the April/May elections.

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