Equities in EMEA and LatAm may claw back some lost ground

We think that equities in EMEA and Latin America will claw back a bit of the ground they have lost relative to those in Emerging Asia recently, if progress is made in containing COVID-19 and the global recovery continues. But, as in 2009 and 2016, a temporary period of catch-up would not in our view mark the end of their longer-term underperformance.

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