The expectations for emerging markets in the second half of 2022 are generally positive. Many experts believe that emerging markets will become more attractive to investors and businesses once global inflation peaks and the US Federal Reserve tightens its policies. This is because these factors are expected to drive up interest rates, which can make investments in emerging markets more profitable. However, these predictions are subject to various global factors, including the ongoing recovery from the pandemic and reforms in markets like China.

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Conversely, 2021 has ended poorly for emerging markets. Barrons reported that the iShares MSCI Emerging Markets ETF lost 12% of its value since July 1st. This is judged against the S&P 500 which gained 9%. This is largely due to global inflation that drives up interest rates, off and on pandemic recoveries, and reform across markets like China. However, the second half of 2022 is seen by many as advantageous to emerging markets once inflation peaks and the US Federal Reserve tightens. Emerging markets will then become more attractive to investors and businesses. Therefore, emerging markets are a hot topic to consider in your presentations and growth strategies for the second half of 2022. (Slide 8)

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China's market reform plays a significant role in the global emerging markets scenario. It is one of the largest emerging markets and its economic policies and reforms can significantly impact the global economy. For instance, reforms that open up China's market to foreign investors can attract more global capital, boosting the overall emerging markets. Conversely, any instability or restrictive policies can deter investors, negatively impacting emerging markets. However, it's important to note that the impact can vary based on the specific nature of the reforms and the current global economic conditions.

Emerging markets can be incorporated into growth strategies for 2022 by considering their potential advantages. Despite the poor performance of emerging markets in 2021 due to global inflation, pandemic recoveries, and market reforms, they are expected to become more attractive in the second half of 2022 once inflation peaks and the US Federal Reserve tightens. Businesses can leverage these markets by investing in them, forming partnerships, or expanding their operations. It's also important to keep an eye on the political and economic stability of these markets, as well as the local consumer behavior and market trends.

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