Thomas Smith, Head of Latin American Equities, Neptune
Thomas Smith argues that 2018 should see a continuation of the supportive trends for Latin America that have been in place since early 2016. The global recovery is gaining momentum and breadth, with strong and steady growth in the industrialised economies and an acceleration across emerging markets, even as China slows. Global growth should reach its highest rate since 2011 whilst major economies at different stages of the business cycle, the risk of recession remains low.
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