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Emerging Markets Spotlight

Observations on some interesting differences between inflation dynamics in major Latin American countries.

  • James Syme
  • Paul Wimborne
12 Aug 2020
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View PDF   Download PDF  
  • We believe that growth metrics, and policies designed to support growth, are by far the key data points to track for markets, with stimulative monetary policies and attractive valuations almost everywhere in the emerging world. 
  • Without changing that view, though, we note some interesting differences between inflation dynamics in major Latin American countries.
     

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