EM Spreads - Weekly News & Views
LatAm Aggregate Index down to 315 bps, trading below 3-month average. MELI and YPF show growth, Suzano and Minerva credit metrics improve.
251 Views
Suzano 4Q24: 2031s & 2032s Offer Value as Fundamentals Strengthen
Suzano's strong 4Q24 results lead to upgraded bond ratings, with EBITDA surpassing expectations despite pricing challenges and slight increase in...
402 Views
Global Emerging Markets: Reporting Season Summary, 1Q2024
In this quarterly insight, we analyse recent GEM reporting trends by looking at Sales and EPS growth, size and percentage of positive surprises,...
509 Views
Global Emerging Markets: Reporting Season Summary, 4Q2022
In this quarterly insight, we analyse recent GEM reporting trends with reference to Sales and EPS growth, size and percentage of positive...
424 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
401 Views
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