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Summary: The Covid-19 crisis turned what could have been the start of a long stretch of strong economic performance in the developing world into an era of uncertainty with profound consequences that will almost assuredly strain all economies globally. In exploring macroeconomic vulnerabilities across the developing world, both internal (fiscal and monetary policies) and external (balance of payments and debt), we seek to determine the relative winners and losers, while identifying what we believe are the most promising longer-term investment opportunities. While understanding the economic stresses across EM is important, it does not affect our core approach to investing, which is to unearth extraordinary companies, even in low-growth economies that we believe have the potential to generate strong returns. More...