16 lines
1.2 KiB
JSON
16 lines
1.2 KiB
JSON
{
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"HubID": "4230",
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"Date": "5/6/2024",
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"HubTags": [
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"External Platform Posts",
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"Future Map Changelog",
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"Future Map Forward Guidance",
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"Future Map"
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],
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"Contacts": "",
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"Companies": "",
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"File": "",
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"Image": "4230__Image_URL.jpg",
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"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>",
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"Notes": ""
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} |