Top of the Morning: Emerging Markets - Opportunities in the second half
UBS On-Air: Market Moves
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Comparing Performance of Emerging Market Bonds to US Treasuries and Investment Grade Bonds
The chapter analyzes the historical performance of emerging market bonds, focusing on the strength of dollar-denominated bonds supported by asset class spreads and low default rates. It also discusses the less diversified nature and relative performance of local currency bonds compared to dollar-denominated ones.
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