How Investors Can Navigate Pandemic-Related Risk in Emerging Markets

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Executive Summary

Covid-19’s long tail poses a unique disadvantage to foreign investors in emerging markets. Business environments in these markets were already complex, but the pandemic makes the politics even more complicated and the relationships and information needed to navigate them even harder to access. Foreign investors will, at a minimum, face two widespread yet underappreciated risks: First, travel restrictions and limitations may limit investors’ access to first-hand
information. Second, in addition to overwhelmed health systems, emerging market governments are…

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