Countries In-Depth
Chile: At An Inflection Point
Chile’s equity market is set to sustainably outperform its EM peers on the back of political and macroeconomic tailwinds. The new moderate constitution and pragmatic government will boost market sentiment. A continued economic contraction and tumbling inflation will allow the central bank to initiate an easing cycle sooner than most EM and regional peers.
BCA Research | Emerging Markets Strategy
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.
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