The Outlook for Major Emerging Markets in 2014

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Despite the bad press emerging markets have been getting, growth on the whole is expected to be respectable in 2014 – albeit it at a lower rate than we were used to seeing before 2013. Much of their success is likely to boil down to their macro-economic fundamentals, with those with large current account deficits on the whole more vulnerable. Inflationary pressures are something of a common theme and limit the options for economic stimulation for some major emerging market governments.