By Pramol Dhawan |
We see opportunities in segments of Argentina’s bond market where prices reflect the risks.
During the second most significant repricing in U.S. Treasury bond yields since 2013, emerging market debt has so far significantly outperformed equity, oil and U.S. Treasury beta.
Expansion could accelerate as more countries join the index.
Many investors are concerned about the risks to growth and the potential for higher inflation in Peru following two recent shocks.
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