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After a market sell-off in 2018, we believe that emerging market (EM) fixed income should perform better in 2019, thanks to sound fundamentals, reduced political risk and more favourable technicals and valuations.
With growing uncertainty around the Sino-US trade war and that relationship at a low ebb, investors are increasingly focusing on policy response to assess market outlook.
Spotlight - The Sunday night tweets from the US President not only introduced uncertainty into the ongoing US-China trade negotiations and prospects for future global growth, but should also serve as a reminder to investors of the new, more challenging risk environment facing them looking ahead.
President Donald Trump has raised pressure on China to strike a trade deal by threatening a possible increase of tariff to 25% (from 10%) on $200bn worth of Chinese exports to US by Friday (May 10). He may also consider extending a new 25% duty on another $325bn worth of Chinese products.
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