Investment Weekly
Chart of the week – EMs built different this time
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Emerging markets have proved remarkably resilient to the twin shocks of surging oil prices and a stronger US dollar – a combination that was once a recipe for widespread stress. This latest episode crystallises a long-building structural shift: EM assets are becoming less sensitive to global “risk-off” events. So, what does that means for investors?
Market Spotlight
- A crude interruption
Lens on…
- Hiking on thin ice
- The minus touch
- Powering portfolios