Market Comment on Emerging Market Corporate Bonds
The latest edition of Sparinvest’s EM newsletter for Corporate Bonds is now available. In it, we revisit the promising portfolio themes identified by the portfolio managers back in Autumn 2013, which are now being talked about with enthusiasm by market analysts.
Find out more about our views on EM Investment Grade, China’s retailers and pollution reducers, Mexico’s enormous untapped potential as an energy-producer and about essential commodity exporters who can benefit from FX developments. With default risk expected to be stable-to-lower, Sparinvest anticipates healthy returns from its portfolios in 2014.
Read the Market Comment on Emerging Market Corporate Bonds