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Emerging/Frontier Markets Sovereign Credit Outlook 2023 with Patrick Curran
The Emerging Markets Podcast by Tellimer
The House Outlook for Emerging and Frontier Markets in 2023
If the expectations of a Fed pivot turn out to be true and a global recession is avoided, it could create a virtuous cycle for EMS sets. However, as I said, there's a risk that markets have gotten ahead of themselves on the Fed pivot narrative. Overall, I think the tone is likely to be much more positive after two pretty linked years but valuations since the October rally no longer look quite so cheap.
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