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By Alonso PEREZ-KAKABADSE, Senior Portfolio Advisor and Strategist, Union Bancaire Privée (UBP)
Despite recent volatility, emerging markets (EMs) continue to hold significant potential for investors. The current global trends and market conditions present several tailwinds that can drive growth and create opportunities in EM fixed income investments. Here, we explore these tailwinds and discuss the investment implications for the second half of 2024.
One of the key global trends to consider today is nearshoring, which offers a strong, long-term opportunity for neighbouring emerging economies. As the US and Europe move to relocate their production chains closer to home, this shift boosts foreign investment, trade flows, and infrastructure...
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