Despite a likely stronger USD, J. Safra Sarasin remains constructive on emerging market (EM) hard currency (HC) credits on the grounds that the asset class’s macro-economic fundamentals have improved significantly over the past few years. The Federal Reserve (Fed) appears on track to normalise interest rates and plans to shrink its balance sheet, raising concerns that a stronger USD might…
To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
Subscriber Only Content
This article is available on a corporate subscription with Asian Private Banker. Please login or subscribe to view this content.
Need help? Please see our FAQ Guide or email [email protected]