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Posted by
Two Blokes May 14 -
Filed in
General
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#TwoBlokesTrading
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1 view
While we retain a constructive medium- and long-term outlook for emerging markets debt, we have downgraded our near-term views for the asset class. We believe EM countries are better positioned to withstand a global trade war than developed countries, as the universe should be less directly exposed given the significant growth in intra-EM trade observed over the past years.
