Which Emerging Markets May Benefit Most from the Rebound in China and the DM? (PGIM Fixed Income)

PGIM Fixed Income has previously examined how various emerging market economies might weather the pandemic through four lenses: virus exposure, pre-existing macro vulnerabilities, exposure to global economic deterioration, and respective policy responses. As vaccine rollouts facilitate an acceleration in economic activity, we turn our attention to which emerging markets may be best positioned to benefit from the recovery in the developed markets and China. This analysis involves determining an EM country’s export orientation—in terms of  GDP share and types of goods exported—towards these engines of growth. READ MORE

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