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EM Fixed Income: Emerging Markets Outlook & Strategy for 2025

1.1k Views29 Nov 2024 06:37
Podcast
SUMMARY
  • US election outcome and policy proposals causing challenges for emerging markets in 2025
  • Expectations for US exceptionalism and potential insularity affecting global trade and growth
  • Potential impacts on inflation, monetary policy, fiscal dynamics, and investment environment for EM fixed income in 2025, with short-term opportunities amidst uncertainties.

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