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7min chapter
Do EM Country Fundamentals Really Even Matter Anymore?: EM Lens
FICC Focus
Emerging Markets: Fundamentals and Investment Opportunities
This chapter examines the significance of country fundamentals in emerging markets, highlighting the evolution of current accounts, fiscal policies, and debt levels. It also explores investment dynamics in these markets, focusing on China's sovereign bonds and the increasing demand for yield among local investors amidst geopolitical uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode