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Eurizon SLJ Capital
  • Being Eurizon
  • Investments
    • Investments Overview
    • Local Emerging Markets Debt Strategy
    • Bond Aggregate RMB Strategy
    • Enhanced Currency Strategy
    • Global Macro Strategy
  • Research
    • Research
    • Advisory Services
    • The Dollar Smile
      • The problem is debt, not the debt ceiling
      • Rapid Erosion of USD Dominance as a Reserve Currency
  • Insights
    • Insights
    • Podcasts
  • Our Team
  • Media

Emerging Markets

Emerging Markets H2 Roadmap 2023

By The Emerging Markets Team | June 30, 2023

We remain convinced that it is a watershed moment for the asset class.

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A Dollar Avalanche Building in China

By Stephen Jen | June 27, 2023

Chinese corporates continue to hoard dollars.

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The Problem is Debt, Not the Debt Ceiling

By Stephen Jen | May 25, 2023

The looming risk of the debt ceiling triggering a default by the US is the urgent matter concerning investors.

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Europe to Stay on the Fence on China

By Stephen Jen | May 19, 2023

The structural competition between the US and China could intensify further.

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China and the De Facto Asian Economic Union

By Stephen Jen | May 8, 2023

The global economy is approaching a major watershed: for the first time in modern history, the three economic blocs – the US, Europe, and Asia…

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A New Dawn for Emerging Markets

By Alan Wilson | April 19, 2023

In our view, it is a watershed moment for emerging market local currency debt. The asset class has performed exceptionally well despite the challenging external environment…

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Europe’s Gas Strategy: So Far So Good

By Stephen Jen | April 6, 2023

A year ago, Russia’s gas embargo seemed like an insurmountable challenge for Europe.

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Falling Inflation to Bring Down the Dollar in 2023

By Stephen Jen | April 4, 2023

We expect US inflation to continue to decline at roughly the same pace as it rose in 2021 and the first half of 2022…

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On the Prospective Manufacturing Divestment from China

By Stephen Jen | March 15, 2023

What are the implications of the world divesting from China’s manufacturing sector?

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The 5% GDP Growth Target

By The China Bond Team | March 6, 2023

On March 5th, the government work report announced a GDP growth target of around 5% for 2023, which Premier Li Keqiang delivered on the first day of the National People’s Congress (NPC).

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