1. What’s your view of EM debt fundamentals? How do you think the sector will weather a Federal..

Emerging Markets, Fixed Income, Sector Outlook

The financial troubles of China Evergrande Group, China’s second-largest property developer, have..

Macro Strategies, Sovereign Research, Emerging Markets

China’s recent blitz of education, technology, property and gaming regulations has triggered a..

Macro Strategies, Sovereign Research, Emerging Markets, Geopolitics

Investor fears about inflation and higher rates contributed to periods of selloff in emerging..

Equity Research, Emerging Markets, Market Outlook

For some time, bond investors have been yield hungry, even starved. In such an environment,..

Emerging Markets, Fixed Income

Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve..

Equity Research, Emerging Markets, COVID-19, Recovery