What’s Happening in EM: Frontiers to Build on Rally (Podcast)

Frontier market assets are expected to extend their April rally as demand rebounds after an initial selloff triggered by the Iran war. The article points to improving risk appetite and supportive positioning in frontier/emerging market assets, though it does not cite specific price moves or policy changes. Overall impact appears modest and sentiment is mildly positive.

Analysis

Frontier market assets are expected to extend their April rally as demand rebounds after an initial selloff triggered by the Iran war. The article points to improving risk appetite and supportive positioning in frontier/emerging market assets, though it does not cite specific price moves or policy changes. Overall impact appears modest and sentiment is mildly positive.