Economics & Growth | Emerging Markets
• Good news is that global recession risks have now eased. But several big risks remain.
• US versus China in trade and technology. Two countries remain on a collision course, tech war will mean decoupling, de-globalisation, fragmentation of the global economy. Capital mobility as well as goods and services trade reduced. Student visas reduced. Short-term truce due to political factors. Both sides need time right now pointing to no further escalation.
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