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The bull market in EM fixed income resumed last week

Weekly investor research

16 September 2019

The Weekly contains the following articles: • The EM fixed income bull market resumed last week. • EM external debt was a better ‘safe haven’ this year than US Treasuries. • The latest PMIs show global growth fortunes bi-furcating in favour of EM. • The end of quotas and China’s unrelenting reform drive. • Next up in Brazilian reforms: tax reform and a proposal for central bank independence. • Mexico’s PEMEX wows markets with liability management. • Turkey’s economic adjusts. • The End of Monetary Policy (in Europe). • German fiscal prudence. • Brexit and the final logical consequence of English nationalism. • Humpty Dumpty.

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