Emerging Markets: Blow-Up? Or Blow Over? (Goldman Sachs)

An abrupt sell-off in emerging market (EM) assets has raised questions about the long-term outlook. Does the recent volatility represent the early stages of a blow-up as the EM growth cycle turns negative? Or will volatility blow over, with the recent downturn providing an opportunity to find value? In this Q&A, we discuss the factors behind the weakness in EM fixed income and why we think the longer-term outlook for EM remains positive. READ MORE

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