Outlook 2021: Emerging markets
With vaccine breakthroughs pointing to a brighter 2021, what does this mean for emerging market equities and debt? Andrew Rymer, CFA, Investment Writer
There is good reason to be optimistic about the outlook for emerging markets in 2021. Vaccine news flow is encouraging, and raises confidence that by the second half of the year these should be rolled out widely. This should allow activity to recover, and support a broad economic recovery, particularly in the service sector.
Ongoing fiscal and monetary stimulus from governments and global central banks should support a recovery in global trade and growth. This should be beneficial for emerging markets.