Asian emerging market local bonds offer lower yields than Latin American or Eastern European peers, but the region's stability, reforms and shock resilience are boosting its appeal for global investors.
Tag : william blair
High‑yielding carry trades and surplus‑backed currencies are drawing different institutional investors to Asia, as managers weigh how to balance cyclical opportunities with long‑term stability.
With yields elevated, currencies stabilising and liquidity improving, Asian local currency bonds are drawing greater attention as investors diversify away from dollar assets.
Global investors are reassessing their reliance on dollar-denominated assets as fiscal strains, tariffs and political uncertainty weigh on the currency, with Asian bonds emerging as a structural alternative.
As we enter the second half of 2024, investors are closely monitoring the commodities market, scrutinising the potential impact of various geopolitical events and economic trends globally.
