"Some Differentiation Visible In Recent Emerging Markets Performance"
Though the global environment has pushed further capital flows into emerging markets, some differentiation according to bottom-up developments and fundamentals is still visible in recent post-U.K. referendum performance, notes Barclays. Andreas Kolbe and colleagues point out in their August 11 research piece titled “Differentiation in a correlated world” that though Egypt’s IMF agreement could improve the country’s outlook, implementation risks remain high.
Emerging markets: Turkey's underperformance likely to persist
Kolbe and team point out that within a continued favorable environment for risk . . .
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