国际投行报告-新兴市场投资策略-新兴市场从大流行中复苏的不完全和不均衡-2021.10.27-50页

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国际投行报告-新兴市场投资策略-新兴市场从大流行中复苏的不完全和不均衡-2021.10.27-50页

# 新兴市场 # 投资策略 # 国际投行大小：1.01M | 页数：50 | 上架时间：2021-11-03 | 语言：英文

国际投行报告-新兴市场投资策略-新兴市场从大流行中复苏的不完全和不均衡-2021.10.27-50页.pdf

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国际投行报告-新兴市场投资策略-新兴市场从大流行中复苏的不完全和不均衡-2021.10.27-50页.pdf

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类型: 策略

上传者: 资料分享客栈

撰写机构: 摩根士丹利

出版日期: 2021-10-27

摘要：

EM has come out worse than DM in the pandemic. As of 2Q21, EM ex. China (EMX) GDP was 5.4% off its pre-pandemic path, twice the size of the hit to DM. The hit has been quite uneven with gaps of 7% or greater in a number of EM countries, mostly in EM Asia (ex. China) and Latin America

 Some of this underperformance can be explained by weaker healthcare systems and slow vaccination. With vaccinations picking up there is hope that performance will now “catch up”. This is not our view, however. We generally see the weak links continuing to deliver sub-par outcomes and anticipate that EMX GDP will still be 3.7% below the pre-pandemic path at end-2022

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