, Venezuela: Pokemon Distracts From Debt & Protest Angst, Citi Still
Bullish On Emerging Market Debt, But Shifting From Asia and Emerging Market Funds Attract $ 35 Billion In 7 Weeks: Sell Signal?
As we noted last night, BlackRock is bullish on hard currency EM bonds and generally
bullish on emerging market debt in light of low - to - negative interest rates in developed markets.
We favor non-U.S. markets, including Europe and Japan, and we are
bullish on emerging market (EM) stocks, even after a strong rally this year.
Not exact matches
Thiam, who has run Credit Suisse since 2015, said he is «a great believer in the
emerging markets story» and
bullish on the US.
Against this environment, our strategists remain
bullish on equities and continue to favor
emerging market currencies and, in the fixed income space, prefer local
markets over external debt and maintain their higher - yielding yet better - quality bias.
Emerging Market Equities have seen an incredible run since the 2016 bottom (not to make a song and dance about it, but that was about when I turned
bullish on EM equities, just saying...).
Within the
emerging market sphere, I am particularly
bullish on the Middle East and Africa.
Dollar -
bullish positions will make an absolute killing in the coming year as a combination of «risk - off» plus rising U.S. interest rates
on Fed stimulus withdrawal results in a repatriation of investment dollars from Europe (where deflation troubles lurk) and further malaise in
emerging market equities.
In addition to the resilience of
emerging markets this year, Mr.Mark is
bullish on the long - term investment case for these
markets.
«There's no clear trend as
market players exhibit uncertainty
on future price direction, torn between the relatively
bullish news of the upcoming supply production halving in July, and the relatively bearish news of Ethereum
emerging as a competing and superior currency.»