In the latest of our monthly EM Drop-Ins, Shilan Shah le a team of economists from across our EM and Markets services to answer client questions on what’s happening in EM macro while addressing key issues including:
- Which EMs are benefitting from the friendshoring of supply chains
- Whether we are on the cusp of a broad-based EM loosening cycle
- Prospects for the EM carry trade
Click here to watch the replay
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