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Emerging Market Viewpoints – February 2019

27 February 2019

Latest Emerging Market Viewpoints
From Matt Linsey and the North of South Capital team

The last two occasions when the Chinese authorities decided to stimulate their economy, the result was a substantial increase in the prices for most commodities. This was particularly the case in 2009 in wake of the global financial crisis. Although the stimulus in 2015-16 was quite a bit smaller, it also had a very favourable impact on the price of commodities. 

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