Our quarterly analysis highlights the most salient charts and data for emerging markets investors.
We are pleased to introduce the Q2 edition of the Schroders Emerging Markets Lens. It consists of separate emerging market (EM) equity and debt chartbooks/presentations, packed full of data and insights to help you navigate the world of emerging markets.
The aim here is to provide an unbiased top-down view of markets, with the main focus on EM valuations. Please note that the EM debt presentation is split into sections on hard currency debt, local currency debt, and currencies.
Below is a summary of key developments in the equity and debt markets and you can find the links to both presentations here:
Emerging Markets Lens: Emerging Market Debt
Hard currency emerging market debt (EMD):
Local currency EMD:
A number of EM currencies are benefitting from higher commodity prices