2022 High Conviction: Thematic Rate Curve Steepening Trades in EM

Gautam has highlighted this Insight as a Top Pick
331 Views13 Dec 2021 21:22
As a broad theme for 2022, I expect rate curves across EM to steepen. The curve flattening may have gone too far as growth and inflation should peak due to the lagged effect of monetary tightening.
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