Give EM Credit Where It’s Due EM Corporate 2025 Default Outlook
The launch of EM corporates forecast for 2025 predicts a significant decrease in default rates, with China, Russia, and Brazil being key drivers in...
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EM Fixed Income Focus: The impact of geopolitics on EM
Discussion on upcoming US elections and evolving macro backdrop, with mixed macro data showing softer inflation in emerging markets and well...
1.1k Views
EM Fixed Income Focus: Building support for EM fixed income ahead of US election event risks
China's monetary and fiscal measures to stimulate growth, including rate cuts and support for the real estate market, are seen as more potent and...
349 Views
EM Fixed Income: No One Said It Would Be Easy
The low EM credit spreads, uncertainty about Fed rate cuts, shifting data interpretation, lack of evidence for a higher for longer regime, focus on...
386 Views
Monthly Geopolitical Comment: Gloves Come Off
The unfolding trade war and a threat of the new "cold war" between the US and China raise the spectre of a new currency war between them - watch...
490 Views