麦格理-新兴市场-投资策略-新兴市场:拼命地跑以保持静止-2019.9.13.pdfVIP

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麦格理-新兴市场-投资策略-新兴市场:拼命地跑以保持静止-2019.9.13.pdf

13 September 2019 Global EQUITIES What caught my eye? v.117 Global Exports (% GDP) – declining intensity EMs – running hard to stand still 25% 23% Golden Age of Globalization Key points 21% 19%  Are EMs are on an unstoppable rise to a higher share of global economy? 17% 15%

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