Emerging Euphoria? Largest EM Debt ETF Got Largest Inflow Of The Year On Friday

Emerging Euphoria? Largest EM Debt ETF Got Largest Inflow Of The Year On Friday

Over the weekend, we revisited the whole "maybe it's time to start trimming EM exposure" idea. You can read that post here: Peak Complacency? The Hedges Are Coming Off In Emerging Markets The thesis is pretty simple. This is a space that's rallied spectacularly despite the fact that the list of potential headwinds is about a mile long and includes things like i) an intractable political crisis in Brazil, ii) China putting the brakes on credit creation, and iii) the Fed trying to normalize p
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