One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see factors further supporting EM debt from here: a likely Federal Reserve rate cut this week and the potential for a stable U.S. dollar; an EM growth rebound; and a temporary U.S.-China […]
source https://thebtrader.com/2019/10/30/is-the-em-debt-rally-for-real/?utm_source=rss&utm_medium=rss&utm_campaign=is-the-em-debt-rally-for-real
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