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‘Linked By A Common Thread’: Why One Analyst Isn’t Buying The EM Bull Story For 2019
Who's excited about emerging markets in 2019?!
Nobody, really. I mean, yes, people are relatively upbeat about EM headed into the new year on the assumption that the economic divergence between the U.S. and the RoW is set to close and the Fed's assumed dovish pivot is generally seen as limiting further dollar upside (to the benefit of beleaguered EM assets), but "relatively upbeat" is something different from "excited."
From where I'm sitting, emerging market bull calls for the new year rest p
