Reaffirming our EM views after a rally

BlackRock
Door oktober 29, 2019 11:54

Reaffirming our EM views after a rally

One beneficiary of a perceived easing in the U.S.-China trade conflict: EM debt, which has rallied recently and outperformed developed market peers. We see factors further supporting EM debt from here: a likely Fed rate cut this week and the potential for a stable U.S. dollar; an EM growth rebound; and a temporary U.S.-China trade truce. We favor selected EM debt for its income potential. Yet likely twists and turns on trade talks in the near term keep us neutral on EM equities, which have greater exposure to China. 

BlackRock
Door oktober 29, 2019 11:54

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