Emerging Markets: Stirred, But Not Yet Shaken | Goldman Sachs
"I think the market is pricing in a higher inflation shock in response to the spike in energy prices that you've seen as a result of the conflict." - Kamakshya Trivedi [00:00:47]
"It hasn't really been a growth shock that's been priced. That's the shoe that's left to drop." - Kamakshya Trivedi [00:02:30]
References
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