At Any Rate cover image

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

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app