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September 01, 2020 1:41pm
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EM Debt’s Time to Shine

Emerging markets (EM) central banks hiked early and large, and we believe U.S. sanctions are backfiring and undermining developed markets (DM) currencies in favor of EM commodity-based currencies. Additionally, fire-sale levels of high-beta EM credit spreads in USD have enabled us to accumulate in July. This is yet another reason why, following the devastation of [...] The post EM Debt’s Time to Shine appeared first on ETF Trends .
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