7 min

Gauging the EM export boost upon reopenings: The MUFG Global Markets Podcast The MUFG Global Markets Podcast

    • Business

While investor confidence in reopenings is rising across developed markets, the sentiment is more mixed in emerging markets given COVID-19 resurgence and vaccine rollout challenges. Nevertheless, this de-synchronisation still matters considerably for emerging markets that depend heavily on exports.


Ehsan Khoman, Head of Emerging Markets Research (EMEA), frames the prospects for emerging markets exports upon reopenings, offering insights into the speed, magnitude and differentiation across economies, as markets gradually begin to form new contours towards a post-virus equilibrium.


Disclaimer: www.mufgresearch.com (PDF)

While investor confidence in reopenings is rising across developed markets, the sentiment is more mixed in emerging markets given COVID-19 resurgence and vaccine rollout challenges. Nevertheless, this de-synchronisation still matters considerably for emerging markets that depend heavily on exports.


Ehsan Khoman, Head of Emerging Markets Research (EMEA), frames the prospects for emerging markets exports upon reopenings, offering insights into the speed, magnitude and differentiation across economies, as markets gradually begin to form new contours towards a post-virus equilibrium.


Disclaimer: www.mufgresearch.com (PDF)

7 min

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