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A key driver of our 2021 outlook is an expectation of global growth recovery, boosted by the COVID-19 vaccine, which may spur faster normalization in emerging markets economies.
Online food delivery is one of the top players in the digital acceleration club. Its structural growth trend is persistent across emerging markets.
As emerging markets economies rebound, we believe central banks will maintain their commitments to keep monetary policy accommodative well into 2021.
When it comes to digitization, many African countries remain underpenetrated compared to other emerging markets. We believe this creates alpha generation opportunity in the region.
Digitization, telemedicine and video gaming are among the sectors and industries experiencing unprecedented growth acceleration across emerging markets.
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