bullish
EM Fixed Income: Emerging Markets Outlook & Strategy for February
SUMMARY
- The global backdrop for the start of the year is better than anticipated, with a broad-based upturn in PMIs suggesting steady or even growing global and emerging market growth.
- The US is experiencing some slowing in growth, but consumer demand is more solid, supported by strong labor markets and falling inflation.
- China's GDP growth is expected to remain around 5.5% in the near term, but there are concerns about ongoing deflation, housing market weakness, and its impact on corporate revenues and private sector confidence. Outside of China, emerging markets in Asia and Latin America are seeing growth rebound, driven by improvements in consumer and industrial sectors.
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.
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