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Mark Jolley of CCB International Securities explains why he sees the U.S. credit market coming under “increasing pressure” as the Federal Reserve continues to hike rates. The structure of the US credit market is ‘really dangerous’.
A reversal of trend in the US dollar has intensified the effects of US monetary tightening on emerging markets, causing a sharp sell-off in EM bonds. Further, it has exacerbated weakness in those emerging markets seen as most vulnerable to funding pressure and deterioration in risk appetite. The obvious question now is whether the correction […]
Let’s review the performance of my emerging market portfolio to end-April. My EM allocation is based on a GARP approach — Growth at A Reasonable Price. I update the allocation every six months. If you want to know how I select emerging markets portfolio please refer to this post. Here is the year-to-date performance of the […]