Our emerging markets equity team looks at news and events shaping emerging market performances in January, from coronavirus fears to trade to Middle East tensions.
Three Things We're Thinking About Today
- The outbreak of the 2019 Novel Coronavirus in China, which has spread across Asia and other parts of the world, has had a negative impact on sentiment in the short term. Business activity and consumption in China has been significantly impacted as people curtail their movements as a preventive measure. This is expected to result in a materially negative growth print in the short