Ejecutivos: Emerging markets and their investment opportunities in 2023
Despite a hostile geopolitical backdrop, a fast-moving Federal Reserve, slowing China and persistent global inflation, it has been a resilient year fo
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Bloomberg: US Debt Limit Threat May Make China the Winner
“Given the bickering in the US, it is no longer clear that the US’s form of democracy clearly works better than the autocratic CCP approach,”
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Estrategias de inversion: Will China help the markets rise?
For the economy, this means that, barring accidents, China's recovery could come sooner, perhaps as soon as after Chinese New Year...
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Bloomberg: Conviction Eludes Emerging-Market Rebound as Pain Points Remain
The Fed may pivot over the coming months, just as a policy-driven growth acceleration in China boosts demand for developing-nations’ goods...
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Bloomberg: US-China Rivalry May Shape 2023 for the World
The great competition between the US and China—which only intensified in 2022—will likely be the most important theme of the coming decades, longt
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Wall Street Journal: An Epic Dollar Rally Goes Into Reverse—and Investors Expect Further Declines
Stephen Jen, chief executive of the hedge fund Eurizon SLJ Capital, expects the dollar to fall 10% to 15% next year against major peers...
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South China Morning Post: Why 2023 may be a good year for Renminbi bulls
More than 20 years ago, Stephen Li Jen and Fatih Yilmaz, both now of London-based Eurizon SLJ Capital, created the concept of the Dollar Smile framewo
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Bloomberg: Pressure Builds in Japan’s Markets as Traders Ready for BOJ
Stephen Jen Says China Congress Not Necessarily Bad for Markets...
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Funds Society: “The stars have aligned to invest in emerging local currency bonds”
"Emerging markets have gone a long way towards reducing vulnerability to "hot" capital flows, improving stability"
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BondGuide: Inflation peak heralds end of USD strength
And ultimately the dollar should weaken again against the euro...
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Media contacts
Matt Jones
Head of Distribution
+44 7716 639835
matthew.jones@eurizonslj.com
