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EM Fixed Income: 'Tis the Season for Volatility

At Any Rate

00:00

Navigating Market Consensus and Emerging Opportunities

This chapter explores the dynamics of financial market consensus views, particularly the strength of the dollar and its implications for the US and Chinese economies. It highlights the potential of emerging markets for unique investment opportunities, amidst anticipated volatility driven by policy changes and geopolitical events as 2025 approaches.

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