Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.
The recent Annual Meeting of the IMF reinforced that EM debt investors should pay extra attention to countries’ individual circumstances, write Aaron Grehan and Carmen Altenkirch.
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Countries in receipt of IMF support often see rapid economic improvements. But local knowledge is crucial for bond investors chasing the ‘IMF trade’, says Carmen Altenkirch.