{
  "HubID": "4230",
  "Date": "5/6/2024",
  "HubTags": [
    "External Platform Posts",
    "Future Map Changelog",
    "Future Map Forward Guidance",
    "Future Map"
  ],
  "Contacts": "",
  "Companies": "",
  "File": "",
  "Image": "4230__Image_URL.jpg",
  "Summary": "<p>We're in a deglobalization era due to a variety of reasons that is forcing reshoring/friendshoring/nearshoring, which is inflationary. </p><p>But, this is an interesting slide that helps capture inflation vs deflation relative to emerging vs developed markets.<br /></p><p>Considering that emerging markets may experience deflationary forces over the next decade or two (vs inflation forces that developed markets like US will experience), could emerging markets be entering a period similar to the US from 1980 to 2015, where deflation is the rule and a long-term secular growth cycle is at hand? <br /></p><p>It is possible, which means emerging markets may offer excellent growth potential - but not without risk that needs to be managed.  The 1980-2015 era for developed markets was once of less geopolitical and environmental risk than what we see happening now.  <span></span> </p><p>This added to Foreign Markets slide in New Normal slideshare<br /></p>",
  "Notes": ""
}