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The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – June 2023 Edition
The Insight by Oaktree Capital
The Impact of Capital Scarcity on EM Investors
A majority of EM companies posted 4Q 2022 earnings that were below analysts' estimates. 1Q 2023 earnings are expected to contract by over 20% year-over-year. Real political tensions in EM remain elevated. The intensification of these headwinds could weigh on the sentiment of today's wary, capital-constrained EM investors.
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