Stars Align for Emerging Market Opportunities (The Asset)

With the passage of US President Joe Biden’s US$1.9 trillion Covid relief package almost certain, one thing is clear: ultra-low interest rates are likely to remain in the short to medium term, perhaps even in the long term if inflation remains contained.

In such an environment, emerging-market asset classes still offer exposure to high yields and some exposure to growth at a reasonable price. READ MORE

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