Pramol Dhawan, PIMCO’s Head of Emerging Markets, explores the evolving dynamics of emerging markets and how the firm’s unique strategies, global reach and robust relationships help clients navigate the asset class.
EM as a whole stands to potentially benefit from China’s post-pandemic economic reopening, with differentiation among individual countries as global trade allegiances shift.
After withstanding a multitude of global challenges last year, emerging markets look poised for improvement as inflation recedes and the path of monetary policy comes into view.
2022’s emerging markets debt outflows, the worst ever, have pushed valuations to historically inexpensive levels. What does this mean for investors going forward?
Emerging market valuations appear attractive, but country-specific risks can be critical to monitor amid global inflation and rising interest rates.
The varied responses of individual countries to global inflationary pressures have contributed to elevated real-rate differentials between developed and emerging markets.