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Lombard Odier Investment Managers

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Assessing Asia’s macroeconomic sustainability

Assessing Asia’s macroeconomic sustainability

How do macroeconomic fundamentals in Asia measure up relative to other emerging markets in the current context of tighter US monetary policy? Asia ex-Japan stands out compared to other emerging markets (EM) in terms of economic resilience, boasting higher growth prospects and more contained inflation, for instance.

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