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EM Fixed Income: Emerging Markets Outlook and Strategy: Hold reduced EM exposure into the summer as market pricing and positioning are downplaying risks

At Any Rate

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Intro

This chapter explores the implications of U.S. tariff announcements on emerging market economies, focusing on potential trade barriers and economic impacts. It compares the effects on ASEAN countries and China, while providing insights into growth forecasts for the latter half of the year.

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