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Hyperbole

Weekly investor research

08 May 2018

Profit taking in EURUSD has morphed into profit taking in EM FX. Neither fundamentals nor value considerations support a sustained moved against EM currencies. This is the best entry point in EM fixed income for at least a couple of years, in our view.

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The G-20 proposal to boost IMF’s capital is EM supportive

Weekly investor research

01 March 2021

The G-20 proposed to increase IMF resources via SDRs. The rise in nominal US Treasury yields should eventually prove supportive for high yield and EM local currency assets. Brazilian assets underperformed...

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EM unlikely to be at risk of another ‘Taper Tantrum’ episode

Weekly investor research

22 February 2021

Fears of another ‘Taper Tantrum’ sell-off episode, similar to 2013 due to the ongoing increase in US treasury yields are misplaced. Travel declined by three-quarters during the Chinese New Year in...

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