EM Strategy Monthly: EM growth likely to "trump" geopolitical worries

  • Risk: We raise our call on overall risk to positive to reflect recent improvements in EM growth performance.
  • China: We maintain our positive call on equities, mainly because of recent evidence of growth stabilization.
  • Brazil: Growth is strengthening and low interest rates will push major newfund inflows into equities; we raise our call on equities to strong positive.
  • Turkey: We think Turkish markets are fragile owing to regional geopolitical risks; we cut our call on equities to strong negative

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