EM Macro Strategy & Research
New data and takes from emerging markets experts.
New appetite for local-currency bonds also observed as competition for diverse EM and frontier debt heats up.
Burgeoning consumer demand, mismatched assets in emerging economies invite bold pivot for industry giants' business strategy.
Central Asian outpost continues to benefit from improved fundamentals, global focus on metals.
Local demographics, strong Asian demand and potential wayward tilt from US drive upside.
Structural improvements and currency stability on display as EM debt continues to streak.
Pillars of the TINA trope have brittled, while triumphant TARA brings emerging markets to the fore. Will EM stick this time?
New research from Barings suggests corporates' maturation leaves short-dated debt undervalued, presenting significant upside for only marginal added credit risk.