Intra-EM trade rose significantly despite protectionist policies during the first half of Donald Trump’s first term
Weekly investor research
17 February 2020
Intra-EM trade rising despite protectionist policies. Lebanon’s parliament approves confidence vote in PM Diab’s cabinet. Argentina rolls dual currency local bond as Minister Guzman speaks to parliament....
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Quantifying EM sovereign debt fair value
The Emerging View
12 February 2020
It is tough to beat the long term risk-adjusted returns of emerging markets (EM) sovereign debt. The asset class has consistently delivered steady performance even during poor macroeconomic environments...
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