8 min

Emerging Markets EMEA growth entering a “sweet spot": The MUFG Global Markets Podcast The MUFG Global Markets Podcast

    • Business

Despite the heavy toll that COVID-19 continues to exhibit across Emerging Markets (EM) in the EMEA region, a spring accelerated recovery is firmly in motion. Resilience is two-pronged:


(i) loosening of lockdowns; and


(ii) economies are now better adapted in accommodating the impacts of the virus.


Ehsan Khoman, Head of Emerging Markets Research (EMEA), believes that EM EMEA is entering a “sweet spot” amid resilient economic growth, subdued underlying core inflation dynamics, an improving COVID-19 picture and renewed investor optimism surrounding the next normal as the pandemic gradually enters the rear view mirror.


Disclaimer: www.mufgresearch.com (PDF)

Despite the heavy toll that COVID-19 continues to exhibit across Emerging Markets (EM) in the EMEA region, a spring accelerated recovery is firmly in motion. Resilience is two-pronged:


(i) loosening of lockdowns; and


(ii) economies are now better adapted in accommodating the impacts of the virus.


Ehsan Khoman, Head of Emerging Markets Research (EMEA), believes that EM EMEA is entering a “sweet spot” amid resilient economic growth, subdued underlying core inflation dynamics, an improving COVID-19 picture and renewed investor optimism surrounding the next normal as the pandemic gradually enters the rear view mirror.


Disclaimer: www.mufgresearch.com (PDF)

8 min

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