We think that the recent rally in emerging market (EM) Asian equities outside of China will slow substantially this year, and that they will begin to underperform other EM equities.
Global State of Play, 28th January, 0800 GMT and 1600 GMT
In the first of our regular briefings of the year, Group Chief Economist Neil Shearing will lead a discussion about the economic impact of vaccination programmes, another US fiscal stimulus package and fresh lockdowns in China.
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