EM equities and the Fed's stance
แปลอัตโนมัติจากต้นฉบับ · อ่านต้นฉบับ (English)
I think EM equities are still a test of patience right now. With $BRENT moving to 72.1 and the direction of interest rates still unclear, I wonder if trying to time an entry into EM now is too early. Instead of overlooking macro factors and just looking at market-specific factors, anyone with a different opinion can feel free to challenge it.