Global Markets
EM Valuations Monitor
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22 April, 2021
in Global Markets › EM Valuations Monitor
Low valuations may not support LatAm equities
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19 January, 2021
in Global Markets › EM Valuations Monitor
We doubt Chinese equities are in a bubble
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16 October, 2020
in Global Markets › EM Valuations Monitor
EM sovereign $ bonds are not undervalued in our view
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15 July, 2020
in Global Markets › EM Valuations Monitor
High valuations unlikely to preclude further rally
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17 April, 2020
in Global Markets › EM Valuations Monitor
EM ex-Asia assets starting to look attractively-valued
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13 January, 2020
in Global Markets › EM Valuations Monitor
Valuations unlikely to continue to support EM equities
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12 September, 2019
in Global Markets › EM Valuations Monitor
Valuations still don’t look low
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11 June, 2019
in Global Markets › EM Valuations Monitor
Valuations don’t make a compelling case for EM assets
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13 February, 2019
in Global Markets › EM Valuations Monitor
Lower valuations are little cause for optimism
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2 November, 2018
in Global Markets › EM Valuations Monitor
Short-term pain, long-term gain for EM equities?
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8 August, 2018
in Global Markets › EM Valuations Monitor
EM corporate credit spreads appear unsustainably low
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2 May, 2018
in Global Markets › EM Valuations Monitor
Valuations should limit weakness in EM currencies
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