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EM by EM #38: Inflation returning with a vengeance?

EM by EM #38: Inflation returning with a vengeance?

As the US CPI is set to maintain its resilience, several sectors are contending with margin pressure due to the slower decline in costs. In the world of emerging markets, the soft landing appears to be losing steam, running on fumes. Meanwhile, finance ministers are once again in the limelight as 2024 unfolds as a pivotal election year globally

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Portfolio Watch: Short metals and Europe but long (US) liquidity sensitive assets

Portfolio Watch: November Bear Market Rally?

A mixed week for us with duration performing, but our equity spreads have taken a beating along with our 1 naked short. We booked some profits and added further exposure in Fixed income. Read below for our full take on the week and how we see the market in coming weeks

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