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.
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...
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,...
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...
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.
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