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EM currencies at risk in 2024, inventories weighing on growth, the costs of concentration risks and the EU’s new climate target
With its real estate and foreign investment engines sputtering, China desperately needs new drivers of growth. The real estate sector has gone from hero to zero since mid-2021: We estimate real estate development has been -26% lower than its pre-pandemic trend.
European farmers unite in unrest, industrial policy déjà vu in Brazil and ECOWAS put to the test