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Are China's Pork Pains Inflated?

By Celeste Tay, Senior Sovereign Analyst October 30, 2019

In China, pork prices are up 70% (!) year over year. A swine fever outbreak has crippled the pork..

topicIcon Macro Strategies, Emerging Markets, Trade
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China: Currency Manipulator or Misunderstood?

By Celeste Tay, Senior Sovereign Analyst August 7, 2019

On August 5, 2019, the US dollar-Chinese yuan (USDCNY) exchange rate broke above 7.0 yuan to the..

topicIcon Macro Strategies, Sovereign Research, Emerging Markets, Currency
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Five Reasons Why China is Unlikely to Devalue the Renminbi

By Celeste Tay, Senior Sovereign Analyst June 20, 2019

By Celeste Tay, Senior Sovereign Analyst and Kaimin Khaw, Sovereign Analyst

For years, President..

topicIcon Macro Strategies, Sovereign Research, Emerging Markets, Currency, Infographic
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2019 Sector Teams' Outlook: Emerging Markets Credit, Local Debt & Currencies

By The Loomis Sayles Emerging Markets Debt Sector Team February 23, 2019

We remain cautiously optimistic on emerging markets (EM) in 2019 despite a challenging 2018.

topicIcon Emerging Markets, Market Outlook, Sector Outlook
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China’s Bond Markets – Two Reasons Why the Year of the Dog Might Have Some Bite

By Hank Lynch, CFA, Global Strategist February 16, 2018

The Year of the Dog may not be known for being the most auspicious, but for China’s local,..

topicIcon Emerging Markets, Fixed Income
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2018 Sector Teams' Outlook: Emerging Market Credit, Local Debt and Currencies

By The Loomis Sayles Emerging Markets Debt Sector Team January 31, 2018

We expect a continuation of the positive emerging market (EM) trends in 2018, albeit with possibly..

topicIcon Emerging Markets, Market Outlook, Sector Outlook

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Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.

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