Selon les prévisions, les marchés émergents enregistreront une solide reprise économique cette année. Quel sera l’impact du taux obligataire américain à la hausse sur les obligations des marchés émergents et la disponibilité réduite de vaccins aura-t-elle des conséquences sur leur reprise économique ? Les articles ci-après se penchent sur ces questions.
-
What do rising Treasury yields mean for local emerging market bonds?
Investors are looking to 2013’s Taper Tantrum as a guide, but history may not repeat itself exactly. -
Emerging markets lag in Covid-19 vaccine race
Emerging markets are struggling to keep up in the vaccine race, but how much does it matter for their economic recovery? -
South Africa: time to deliver on reforms
South Africa’s budget hit the right notes, but reform delivery is key -
Economic and Strategy Viewpoint - March 2021
We expect emerging market GDP to expand by about 7% this year, following an expected contraction of 1.6% in 2020. We see a strong rebound as the growth baton passes from Asian exporters to the rest of EM. -
Podcast: The four “M”s: why the 21st century belongs to Asia
Viswanathan Parameswar discusses why he believes the 21st century belongs to Asia. -
Why Asian local currency bonds look appealing in a world of the Zero
While investors grapple with ultra-low global bond yields, Asian local currency bonds remain one area which can generate income, and the fundamentals look good too.
Vous trouverez ici l’aperçu complet des études récentes de Schroders.