Global:
The Global Macro Analyst: Can We Depend on EMs to Keep Driving Global Growth? Not if policy-makers and investors take growth for granted, argue Manoj Pradhan and Patryk Drozdzik. EM macro-stability reduces some of the cyclical ‘beta’, while socio-economic improvements deliver long-term ‘alpha’. EMs have the ability to deal with challenges but need to overcome complacency.

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