EM Flow Update: Stable But on the Soft Side to Start 2021
Given the importance we attach to the EM Flow theme at the start of the new year we are publishing our usual weekly round up on the EM flow data as a standalone piece this week.
Price action this week in $ / EMFX has raised some concerns about the optimistic outlook for EM at the start of the year. Hence it is important monitor recent flow trends and investor positioning on a timely basis.
Portfolio flows into EM ex-China continued to moderate going into the new year after seeing a broad-based pickup following November’s
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