The document discusses the outlook for global growth and its impact on emerging markets (EM) in 2014. It highlights the resilience of the US economy post-global financial crisis and the shift in pricing power away from EM producers. The document also addresses the risks posed by micro structural factors in EM economies, particularly in BRIC countries, and the potential impact of a stronger US dollar on EM currencies.
doj/DataSet10/EFTA01451024.pdf
{"title":"GEM Equity Strategy Outlook 2014","document_date":"2013-12-11","document_type":"correspondence","key_organizations":["Deutsche Bank AG"]}