atans1

Emerging mkts to look at

In Emerging markets on 14/02/2020 at 2:40 pm

Look elsewhere, not Asia.

Emerging Europe generally, including Bulgaria and Serbia, may benefit from European companies looking to bring supply chains closer to home.

And Mexico will benefit from US cos looking to bring supply chains closer to home.

Then there is Ukraine Its doing well, partly thanks to ambitious reforms and disciplined fiscal policy, even if its president was a comedian.

Egypt, which completed an IMF programme last year, is seen as a potential outperformer.

 

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.

%d bloggers like this: