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With:
Marcelo Carvalho, Head of Global Emerging Markets Research
Luiz Eduardo Peixoto, Economist, Emerging Markets
Burak Baskurt, CFA, Chief Emerging Markets Strategist
BNP Paribas | Global Markets (Recorded 02 March 2022)
Impacts to the Russian economy will be substantial, and include double digit inflation and a sharp recession. The country has also reacted with counter-sanctions.
One of the main channels of transmission to the rest of the world will be through added inflationary pressures coming our way.
In EM, Central and Eastern Europe are the most exposed not only geographically but through trade, while Asia may be more isolated from impacts.
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
Hosted on Ausha. See ausha.co/privacy-policy for more information.
By BNP Paribas Global MarketsWith:
Marcelo Carvalho, Head of Global Emerging Markets Research
Luiz Eduardo Peixoto, Economist, Emerging Markets
Burak Baskurt, CFA, Chief Emerging Markets Strategist
BNP Paribas | Global Markets (Recorded 02 March 2022)
Impacts to the Russian economy will be substantial, and include double digit inflation and a sharp recession. The country has also reacted with counter-sanctions.
One of the main channels of transmission to the rest of the world will be through added inflationary pressures coming our way.
In EM, Central and Eastern Europe are the most exposed not only geographically but through trade, while Asia may be more isolated from impacts.
For country-specific disclaimers and legal notices, please refer to https://globalmarkets.bnpparibas.com/gm/home/Markets_360_Country_Specific_Notices.pdf
Hosted on Ausha. See ausha.co/privacy-policy for more information.