
EM Fixed Income: Risks around a positive base case
At Any Rate
00:00
Tariffs, AI and EMFX valuation balance
Anezka assesses limited tariff impact, AI-related cyclical risks, and EMFX fair pricing versus carry.
Play episode from 13:29
Transcript

Anezka assesses limited tariff impact, AI-related cyclical risks, and EMFX fair pricing versus carry.