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King Canute and the tide

Weekly investor research

31 January 2017

King Canute tried to keep out the tide. He failed. Will Trump’s Wall be his fall? Tax amnesties in EM. China (kind of) breaks into Bloomberg’s fixed income indices. Colombia’s central bank remains vigilant. Brazil’s consumers are coming back. Turkey’s central bank’s efforts fall short of what is needed. Growth reappears in Argentina. Russia intervenes to put a lid on RUB appreciation. China is busy making babies. Did Mnuchin just signal a weaker Dollar policy?

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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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