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HSBC Global Viewpoint: Banking and Markets
The Macro Brief - What next for emerging markets?
Jul 21, 2023
Discussion on the performance and risks of emerging markets, investing strategies based on interest rates, examination of sentiment towards China's economy, selective strategies in emerging markets, and key catalysts for emerging markets.
13:31
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Quick takeaways
- The success of the EM carry trade strategy contributed to positive returns for emerging markets in the first half of the year.
- Emerging markets face risks due to the consensus on the EM carry trade strategy and the challenges of reducing further inflation.
Deep dives
Emerging markets performance in the first half
Emerging markets experienced positive returns in the first half of the year, particularly due to the success of the EM carry trade strategy. This involves borrowing in low-yielding funding currencies like the US dollar or euro, and investing in higher-yielding emerging market currencies or local assets.
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