Thursday, May 10, 2018

Flows to emerging market investment funds suggest continued belief in the EM growth story. Investors require more. compensation for short-term local currency risk, but more sanguine on longer term. Current commodity cycle—higher oil prices, low agricultural prices—generally supportive for EM. With supply on the rise, where will demand for U.S. Treasuries come from?

IIF Authors

Lucas Martin

Lucas
Martin
Financial Economist
lmartin@iif.com

Sonja Gibbs

Sonja Gibbs Senior Director Global Capital Markets IIF
Sonja
Gibbs
Senior Director, Global Capital Markets
+1-202-857-3325
sgibbs@iif.com

Fiona Nguyen

Fiona
Nguyen
Senior Research Analyst
+1-202-682-7443
fnguyen@iif.com

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