Swiss Economicblogs.org
In the coming months, we expect that many quality emerging-market investments will be oversold, as investors ‘sell first and ask questions later’.Emerging market (EM) debt has been suffering lately, posting a disappointing performance year-to-date. While we expect that at some point this sell-off will offer compelling opportunities for investors who have the patience to ride out the storm, we still recommend caution as, on a shorter horizon (the coming three months), US Treasury yields could...
Read More »A storm in a teacup: emerging-market debt
