Shifting trade policies, central bank actions, and currency fluctuations are reshaping the emerging market (EM) debt landscape, creating both risks and opportunities for investors.
Key Insights:
- Tariff Uncertainty: U.S. tariffs on China, Mexico, and Canada, along with China’s retaliatory measures, pressured EM currencies and trade flows.
- Mixed Performance: Latin American currencies gained, while EM Asia saw declines due to trade tensions and weaker demand.
- Interest Rate Adjustments: Mexico and India cut rates to support growth, while China held steady amid economic uncertainty.
Discover opportunities in emerging market debt, explore the full report.
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