RWED - Emerging Markets Rally As Economies Reopen In The Second Quarter
The COVID-19 pandemic continues to impact economies across the globe as they emerge from lockdowns, including emerging markets. Our Emerging Markets Equity team provides an overview of developments over the past month, and takes a look at how the pandemic is driving a trend toward deglobalization as well as new innovations.
Three Things We're Thinking About Today
- Geopolitical risk returned to the forefront as border tensions between China and India heightened, with the latter imposing economic measures including banning 50 Chinese apps and canceling government contracts with Chinese contractors. Although India has also renewed efforts