The EM Rebound: Reality, Risk, and Regional Opportunities
Emerging Advisors Group
Thu 03 Jul 2025 - 15:00 BST / 10:00 EDT
Topics
Is the recent EM outperformance over the US equity market sustainable or is it another head fake?
Is China “back online” as both a strong economy and an investible market?
What are the risks to continued EM USD and LC denominated sovereign debt outperformance over DM sovereign debt?
Best country ideas by region in debt and equity over the remainder of 2025.
