Emerging market equities have suffered heavy losses from the recent bout of risk aversion that has been “Made in China”, particularly those in commodity-exporting countries. But with the economy showing glimmers of a cyclical upturn, it may not be long before the drag from China reverses.
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