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...
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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...
389 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
EM Sovereign Bonds : Local or Hard Currency?
EM sovereign debt has been in the spotlight recently, attracting investors seeking for yields within a better economic outlook.EM debt distribution...
367 Views