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Manufacturing Relocation To ASEAN And India: A Reality Check (Part 2)

by Rajeeb Pramanik, Senior EM Strategist   Armen Hamazaspyan, Research Associate  

Investors should not count on buoyant growth in the ASEAN and Indian economies because of manufacturing relocation away from China in the next couple of years.

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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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