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Five factors supporting EM

Weekly investor research

03 April 2018

Emerging Markets (EM) performed well in Q1 2018 in the context of heightened risk aversion, trade wars and other nasty news. We explain the five factors currently supporting EM, in our view. This week’s research also covers Saudi Arabia’s inclusion in the FTSE Russell EM stock market index, the latest election-related news in Brazil and China’s response to America’s declaration of a trade war.

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Uzbekistan looks set to become the 73rd EMBI GD member

Weekly investor research

18 February 2019

Uzbekistan issued its inaugural sovereign Dollar-denominated bond last week. This means that Uzbekistan will likely become the 73rd EM country in the JP Morgan EMBI GD index. The enormous diversity of...

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Declining inflation re-injects value into EM local bonds

Weekly investor research

11 February 2019

Despite strong performance in January, Emerging Markets (EM) local currency bonds retain their attractiveness due to the continuing decline in inflation in EM countries. Fears of pass-through from last...

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