Soaring profit expectations for emerging-market stocks are making them historically cheap compared with US peers, signaling a potential buying opportunity for long-term investors.
A selloff in Bahrain’s bonds is pushing its borrowing costs to levels last seen during the nation’s 2018 crisis, when its wealthier Middle East allies stepped in with a financial rescue.
Investors are sticking with emerging-market carry trades, even after a rare quarterly loss, betting the strategy will be able to weather Treasury yields at multi-decade highs
Emerging-market investors from Aegon USA Investment Management to JPMorgan Asset Management are dialing back riskier bond bets as the deepening selloff in global credit markets starts to derail a stellar run for debt in the developing world.
A global bond selloff spread to emerging markets as investors dumped the riskier debt on expectations that the Federal Reserve will increase US interest rates later this month.
Emerging-market stocks posted their biggest August advance since 2004 as a rally broadened beyond the biggest artificial-intelligence stocks and got a boost from commodities.
Volatility in emerging-market stocks is dropping at the fastest pace in more than six years as growing investor caution and tighter government curbs cool demand for the biggest Korean tech companies.
US Treasuries and emerging-market currencies are diverging the most in more than four years as higher US yields fail to fuel the dollar’s strength like they once did.
Cathy Hepworth, who heads $1.5 trillion asset manager PGIM’s emerging-markets debt team, doesn’t hesitate when asked about her highest-conviction theme across the developing world: “Carry, carry, carry.”
The tech rally in emerging-market stocks is spreading across new companies as investors rotate beyond chipmaking heavyweights into smaller names poised to power data centers.
The average borrowing cost of emerging-market companies has fallen to the lowest level since January relative to US corporates as global bond investors’ diversification into higher-yielding assets drives an outperformance.
For the first time in at least two decades, emerging-market stock valuations have fallen to less than half those of US equities, a sign to some investors that there are increasingly attractive opportunities in developing economies.
Borrowers from the United Arab Emirates are tapping global bond markets at a record pace as the Middle East conflict rages, with sales up a third so far in 2026 versus year-ago levels.
Bond investors are demanding the most compensation since October 2022 to fund Middle Eastern governments as fighting flares again between the US and Iran.
Emerging-market bonds’ outperformance over Treasuries is attracting growing numbers of investors looking to capitalize on the compelling carry-trade returns in the sector.
A 400% rally in Lebanon’s defaulted bonds is fading as investors confront the prospect of debt restructuring delays and far lower recovery rates than they had expected.
A collapsed building in Nabatieh al-Fawqa, southern Lebanon on June 23.
Hungary’s bonds have rallied so much that yields are approaching those in the UK, the latest sign that investors are backing the new government’s plans to fix the economy and join the euro region.
Hungary’s bonds have rallied so much that yields are approaching those in the UK, the latest sign that investors are backing the new government’s plans to fix the economy and join the euro region.
Anmelden
