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Weekly investor research

03 September 2018

There are now 156 individual bond markets formally represented within the four main EM fixed income benchmark indices. In addition, 91% of the asset class has yet to be formally entered into these benchmark indices. Amidst all the noise from Turkey and Argentina is it easy to forget that these two countries make up less than 5% of EM’s large and diverse bond market. Buying into general EM weakness when troubles are confined to just two countries gives extremely good odds of making money on the trade.

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