The death of EM is greatly exaggerated
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EM sovereign dollar bonds have seen the worst annual return since data began and only the 7th negative return
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EM assets have been rocked by the inflation shock caused by the post-Covid stimulus and the impact of the Russia's war
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But, notwithstanding the challenging external environment, we think reports of EM's demise have been over-played
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.