Emerging Market local-currency bonds have remained stable amid Middle East tensions, showing resilience in foreign flows. The report highlights continued moderate inflow expectations, specifically noting strong interest in India and Hungary.
Key Takeaways
- 1.Emerging Market (EM) local-currency bonds have shown resilience despite the re-escalation of Middle East tensions.
- 2.Foreign inflows into EM bonds remain moderate, with India and Hungary identified as markets with idiosyncratic reform narratives that attract interest.
- 3.Non-resident investors increased holdings in several Asian and CEEMEA bond markets, including Korea, Indonesia, and Türkiye.
Table of Contents
- Global bond flows compass
- Disclaimer & Disclosures
- Japanese investor flows
- Explanatory notes
- Disclosure appendix
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Authors
Duncan Tan
Securities
KTB
Themes
Bond index inclusionGeopolitical impact on EM bonds
Regions
Asia PacificEuropeMiddle EastIndiaHungaryBrazil