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A pleasant fiction

The Emerging View

18 September 2013

Over the summer a consensus was established that tighter financial conditions in developed countries and in the US in particular will impact Emerging Markets (EM) adversely. This consensus is a pleasant fiction for some, but to others (such as us) it’s a tiresome regurgitation of hopelessly outdated ideas about Emerging Markets. We have two main disagreements with this consensus.

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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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