Thoughts on the latest EM bond flows post-Powell
Traducido automáticamente del original · Leer el original (English)
Seeing some interesting shifts in EM bond flows after Powell's comments last week, particularly around the forward guidance. It felt a bit more hawkish than some were pricing in, and I'm curious how long this risk-off sentiment in EM debt might persist. It's definitely making me rethink some of my duration plays in the higher-yielding space.
On the equity side, some of the more resilient EM tech names seem to be holding up, but broader indices are showing some weakness. I'm watching to see if this is a short-term correction or if we're in for a more prolonged period of capital flight from EM. What are others seeing on the ground regarding specific country exposures?
1 comments · 0 points