As the global economy normalises after 18 months of perfect calm, a number of flash points are emerging:
However, the fact that not every market is in perfect health, does not change our perception on the aggregate picture or our specific “top picks”. In Asia, China and India are outpacing expectations, in Africa the medium-term potential for Egypt and South Africa is improving and in Latin America much of the region is still enjoying favourable cyclical tailwinds.
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