At the end of 2023, attractive yields and valuations on emerging market assets and currencies made for many consensus long calls from sell-side strategists. Many of those views played out for much of the first half of 2024. And even some of the political and electoral obstacles to performance proved to be short lived, such is the institutional credibility that has strengthened in many developing economies over the last ten years. Dwyfor Evans, our head of emerging markets strategy, joins the podcast this week to offer thoughts on how EM has built a degree of resilience and whether the stability seen so far this year can continue.

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