UBS Asset Management’s Shamaila Khan said there are strong opportunities in dollar-denominated emerging market assets. The comment is supportive for EM credit and FX positioning, but it is largely a market commentary piece rather than a new event. Market impact is likely limited unless it reflects broader portfolio flow trends into EM debt.
UBS Asset Management’s Shamaila Khan said there are strong opportunities in dollar-denominated emerging market assets. The comment is supportive for EM credit and FX positioning, but it is largely a market commentary piece rather than a new event. Market impact is likely limited unless it reflects broader portfolio flow trends into EM debt.
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mildly positive
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0.25