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How will Trump’s Trade War with China impact EM FX and rates?
Weekly investor research
25 June 2018
US President Donald Trump continues to escalate his trade war with China. How will America’s seemingly inexorable lurch towards autarchy impact the rest of the world, including EM FX and rates? Read all about it here!
EM is nearly 50% of global GDP, but EM countries have only issued 22% of the world’s outstanding bonds, so there is widespread recognition that EM countries are healthier than developed countries when...
Emerging Markets (EM) fixed income should deliver compounded returns ranging from 30% to 60% in Dollar terms over the 2019-2023 investment horizon as markets revert to unwinding the so-called ‘Quantitative...