Emerging Markets
LATAM Politics – Contrasting Fortunes in Mexico and Peru
Our asset class is often punctuated by headlines on the ground and this week proved no exception, with elections in both Mexico and Peru the key focus.
Read MoreIdea Jeneration: What does supply and demand look like in the China onshore bond market?
Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market…
Read MoreTurkish Lira reacts to rate cut rhetoric
Turkey returns to the headlines this week. In an early week interview, the President renewed his call for lower interest rates…
Read MoreIdea Jeneration: Why should China onshore bonds be considered a safe-haven asset?
Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens…
Read MoreA Busy Week for Central Banks
The busy week for monetary policy in the EM was rounded off by the publication of the Banxico minutes for May.
Read MoreIdea Jeneration: categorising China – the winner of 2020?
Stephen Jen discusses how China ‘won’ 2020 and is on the upper leg of the post-pandemic ‘k’-shaped recovery…
Read MoreCE3 Central Banks – The Race is On
The disruptive consequences of policy tightening are no longer just a developed market central bank issue.
Read MoreIdea Jeneration: Is the term ‘Emerging Markets’ outdated?
In this episode, we ask Stephen if the term ’emerging markets’ is now outdated…
Read MoreBuenos Aires to Lusaka – distressed to impress?
…risk sentiment continues to be clouded by ongoing idiosyncratic risks on the ground, particularly in LATAM…
Read MoreEpisode 1: Portfolio Managers’ Questions
Episode1: Join our PMs Neil Staines and Alan Wilson…
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