Emerging Markets Spotlight

Improving US dollar liquidity and a weaker dollar have the potential to drive very strong economic uplift and equity market returns in EMs. 

  • James Syme
11 Nov 2019
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View PDF   Download PDF  
  • There is possibly no country in the EM universe that has undergone a greater shift in its macroeconomic fundamentals and the relationship of its capital markets to those fundamentals than Thailand.
  • The JOHCM Global Emerging Markets Opportunities team take a look at what this means for Thai equities. 


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