Emerging Market Debt (Local) (28)

Diversification: The name of the game
Investment strategy

Diversification: The name of the game

Has the positive correlation between bonds and equities over the last two years further...

By Matthew Rees

13 Feb 2024

2 min read

Navigating the storm – emerging market debt
Fixed income

Navigating the storm – emerging market debt

Emerging market (EM) credit has had a difficult two years. For most equity and bond investors, 20...
By Raza AghaViraj Nadgir
22 Nov 2023
4 min read
Making the grade: the world of emerging market corporate debt
Fixed income

Making the grade: the world of emerging market corporate debt

With the emerging market debt (EMD) universe increasingly considered to be mainstream, we weigh u...
By Viraj NadgirSanchay Singla
27 Sep 2023
4 min read
India added to EM bond indices: what does this mean for investors?
Erik Bartolucci
Investment strategy

India added to EM bond indices: what does this mean for investors?

The addition of Indian government bonds (IGBs) marks a milestone for the country's capital market...
By Erik Bartolucci
22 Sep 2023
4 min read
Last tango in Istanbul?
Markets and economics

Last tango in Istanbul?

Indicators signal further lira stress regardless of the result in the forthcoming Turkish...

By Matthew Rodger

29 Mar 2023

2 min read

Manufacturing wealth: is India the new China?
Erik Lueth
Economics

Manufacturing wealth: is India the new China?

In the first of a series of blogs considering the economic prospects for the South Asian giant, w...
By Erik Lueth
09 Feb 2023
4 min read
Emerging market debt: A reversal of fortune?
Investment strategy

Emerging market debt: A reversal of fortune?

2022 was a gruelling year for many asset classes. Could this year hold better prospects for...
By Raza AghaUday Patnaik
04 Jan 2023
5 min read
EM currencies: borrowing and sorrowing
Matthew Rodger
Investment strategy

EM currencies: borrowing and sorrowing

We believe external vulnerabilities, not terms of trade shocks, explain emerging market (EM)...
By Matthew Rodger
19 Oct 2022
2 min read