Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Emerging Market Bond Yields Are Telling a Different Story
This week on The Emerging Markets Podcast, Lucas and Luna look past the equity rally and into the bond market, where a surprising divergence is emerging. While emerging market stocks are broadly up, with Taiwan's market surging 5.2% over the last five days and Korea gaining 3.7%, bond yields in several key economies are signaling caution. Lucas breaks down how the trade-weighted dollar index at 119.7 is putting pressure on debt servicing, and why a 100 basis point move in US Treasury yields could trigger a wave of capital outflows. They also examine the case of Vietnam, where the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.