What Drives EM Assets?
公開日
According to our emerging markets team, China’s credit and fiscal spending impulse leads the earnings growth of companies included in the EM MSCI equity index by nine months, and it currently points to a continued deceleration and even a contraction…
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BCAリサーチ | Essentials
Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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