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
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Past results are not a guarantee of future results. The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment. This information is not intended to provide investment, tax or other advice, or to be a solicitation to buy or sell any securities.
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