Emerging Markets

Thursday, 23 January 2020

Inflation in some EMs, notably  India, but also Brazil, is on the rise and reduces the scope to reduce interest rates enjoyed by many EMs for the past couple of years. However,  the reduced attractiveness of EM Debt as real yields narrow, coupled with economic and corporate earnings recovery  should encourage local and global investor to reduce their underweight in Emerging Market equities. 

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Maria Thorvardardottir

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Maria Thorvardardottir