emerging_markets.jpg Home Page News Page EM remains caught in global crosscurrents that are mostly negative. If risk off sentiment ebbs as Greek and Chinese tail risks fall, then that simply brings the focus back on the looming Fed lift-off. We expect EM to remain under pressure in Q3. We also see continued pressure on industrial metals and oil, which spells out differentiation in the EM asset class. EM remains caught in global crosscurrents that are mostly negative. If risk off sentiment ebbs as Greek and Chinese tail risks fall, then that simply brings the focus back on the looming Fed lift-off. We expect EM to remain under pressure in Q3. We also see continued pressure on industrial metals and oil, which spells out differentiation in the EM asset class. EM remains caught in global crosscurrents that are mostly negative. If risk off sentiment ebbs as Greek and Chinese tail risks fall, then that simply brings the focus back on the looming Fed lift-off. We expect EM to remain under pressure in Q3. We also see continued pressure on industrial metals and oil, which spells out differentiation in the EM asset class. read more
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