2024 年全球新兴市场的关键主题-通货紧缩盛行

日期: 2023 年 12 月 5 日星期二2023 年 12 月 5 日星期二

明年,全球经济困境将给新兴市场带来挑战,但我们认为新兴市场的通货紧缩将比 2023 年进展得更顺利。 Covid 和其他遗留问题仍将给几个新兴市场带来麻烦;我们概述了我们最关注的问题以及我们认为机会最大的领域。

私密:Gabriel Sterne

Head of Global Emerging Markets

私密:Gabriel Sterne

Head of Global Emerging Markets

London, United Kingdom

Gabriel delivers macro-economic products tailored for corporates and financial markets, as head of a team that integrates EM macro and strategy views.  In recent years he has published wide-ranging research including on stagflation risks, monetary policy credibility, global savings, demographics, Covid scarring, risks and resilience in emerging markets, and sovereign crisis resolution. He joined from investment banking boutique Exotix in May 2014, following 20 years of public sector experience, including at the Bank of England and International Monetary Fund.

Sergi Lanau

Director of Global Emerging Markets Strategy

Sergi Lanau

Director of Global Emerging Markets Strategy

London, United Kingdom

Sergi’s research focuses on emerging and frontier markets. He joined Oxford Economics in 2023. He previously worked on emerging markets and the eurozone at the Institute of International Finance and IMF. He began his career at the Bank of England.

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