Special Report
The Case For EM Domestic Bonds
Unlike in past episodes, US dollar weakness will be deflationary, not reflationary, for the rest of the world. In this context, EM local currency bonds offer a superior risk-reward profile. Stay long domestic bonds in select EM countries.
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BCA Research | Emerging Markets Strategy
Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.
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