Investment insights from Capital Group
EM real yields have offered a 2-4% pick up over US
EM real yield minus US real yields
EM yields may indicate an attractive entry point
Medium term (2-year) forward return when EM yields have peaked above 6.7%
Asia lagging EM rate hiking cycle
Policy rate changes
1. As at 21 November 2022. Source: JPMorgan GBI-EM Global Diversified Index
2. At 3 November 2022 meeting for the Czech Republic. As at 9 November for Poland. Sources: Czech National Bank, National Bank of Poland
3. As at 11 October 2022. Source: JPMorgan
World Markets Review
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