Emerging markets Commentary Q1 2019

Also Interesting

• Not too hot, not too cold
• BII Global weekly commentary
• Institutional Quarterly China Chartbook – 4Q19

The single most important price of an economy

• Financial markets appear to be entering a new phase after the big moves in rates and the Fed communication hiccup at the end of 2018.
• EM equities will benefit from easier financial conditions particularly because exchange rates in many EM economies have weakened significantly in recent months.