What factors will spur confidence in the Far East?
Celebrating the Lunar New Year
Lockdown leaders proving a hit
Two themes to think of in the Year of the Ox
Vaccine, new tech and US relations spring optimism
Progress due to corporate governance improvements
The team running EM debt portfolios at Eaton Vance has taken a unusually bullish stance on the asset class. Across all risk factors – EM FX, EM local rates, EM sovereign credit and EM corporate debt – the team has constructive views. A key reason here is the supportive macro environment for the asset class and the belief that this supportive environment will continue. On a one-year view, EM local-currency-denominated debt is the team’s top pick.
Growing middle class a boon for market
Seventh annual Fund Management Equity Index