EM Special Publication_ EM local markets vs. externals_ how much is priced in_ - October update
informs·2024-10-22 13:19
Deutsche Bank Research 7T2se3r0Ot6kwoPa Emerging Europe Emerging Markets EM Special Publication Date 18 October 2024 EM local markets vs. externals: how much is priced in? - October update We provide our monthly update on what external variables tell us about EM fixed income (EMFI) performance. In this report, we examine: a) explanatory power estimates of EMFI vs. externals in aggregates and individually, b) projections of what DB's forecasts imply for EMFI returns, and c) a ranking of which pairs stand out ...