Net Margin Appears To Have Peaked In Developed Markets But Not In Emerging

Q2 hedge fund letters, conference, scoops etc

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• We noted in October 2018, that net margin in Developed markets may have been close to a peak which appears to have been the case
• Emerging markets’ net margin is still below peaks before the Asian and Global Financial Crises
• Developed market more driven by one-off US tax cuts
• Net margin in Developed markets is still at the highest it has been in over two decades–remains a risk

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