Emerging Markets
Emerging Markets Roadmap 2023
In our view, it is a watershed moment for the asset class.
Read MoreMacro Monthly: Inflation versus growth, China and Recession fears
Inflation versus growth, China and recession fears are among the themes set to dominate markets this month…
Read MorePodcast: What is the Outlook for China Onshore bonds?
Many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on four key topics
Read MoreWhich 4 themes will influence markets in August?
Which 4 themes will influence markets in August? From global inflation to the US Dollar…
Read MoreCE3 Central Banks – Rushing for the Door
Over recent weeks, we have noted a hawkish shift at most emerging market central banks in response to…
Read MoreEmerging Markets – Removals & Resignations
It really is quite tricky for market participants in our asset class at the moment; not only are we faced with…
Read MoreEmerging Markets – It’s Complicated
This week has been undoubtably complicated for risk assets in general, which has fed into the emerging markets…
Read MoreIt’s complex – from Bitcoin to zloty
Alan Wilson reviews the week that saw Bitcoin become legal tender in El Salvador and protests in Brazil…
Read MoreChina Insights – Local Government Bonds
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and …
Read MoreNo rest for ‘EM
What a week, with our asset class buffeted by political headlines and a string of central bank announcements…
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