Countries In-Depth
The Hormuz Strait: India’s Achilles Heel
India is probably the most vulnerable among the G-20 economies should the Strait of Hormuz not reopen fully by the end of this month. Growth will slow, while inflation will rise materially. Investors should brace for further weakness in the currency and stock prices.
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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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