While it isn’t hard to find EMs that have been hurt by the slowdown in China, identifying winners from the positive aspects of its rebalancing – such as rapid growth in household spending – has proved much harder. Nevertheless, there are at least some signs that the shift in China is creating opportunities for a handful of EMs.
Become a client to read more
This is premium content that requires an active Capital Economics subscription to view.
Already have an account?
You may already have access to this premium content as part of a paid subscription.
Sign in to read the content in full or get details of how you can access it
Register for free
Sign up for a free account to:
- Unlock additional content
- Register for Capital Economics events
- Receive email updates and economist-curated newsletters
- Request a free trial of our services