China and Russia have more scope to loosen both fiscal and monetary policy than pretty much any other emerging market countries, according to analysis by JPMorgan Asset Management.
However investors in Brazil and Colombia can expect little help from policy easing, if the US fund house is correct.
Others disagree, however. Jan Dehn, head of research at Ashmore Investment Management, argues that Brazil, alongside Russia, will enjoy tumbling interest rates in the next 12 months, but that very few countries will dare to loosen the fiscal purse strings.
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