Cyclical outlook

Emerging Markets Outlook: Smoother Sailing Ahead

Joachim Fels, PIMCO Global Economic Advisor, discusses the external and domestic factors – beyond the improving conditions in Brazil and Russia – that are driving PIMCO’s positive outlook for the emerging markets.

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Viewpoints

Asian Credit: Value or Trap?

Raja Mukherji, PIMCO portfolio manager and head of Asian credit research, surveys fundamentals, technicals and valuations in the Asian credit markets and concludes that current conditions argue for more defensive positioning.

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