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Picking up where we left off
Weekly investor research
08 January 2018
Emerging Markets (EM) have picked up where they left off last year – with solid performance. Fundamentals look good too, in most countries. We summarise the main developments in EM over the holiday period.
The inclusion of Chinese bonds in the GBI EM GD is the single most important development since the inception of the index. We explain why. The price action in EM bonds so far this year has been stellar,...