EM & Global Capital Flow Shifts
Key Questions
Why is EM fixed income attracting more attention?
DM fiscal deterioration is pushing investors to allocate strategically to EM fixed income as an alternative.
How is South Korea's AI boom affecting its markets?
The AI chip boom is pressuring bond yields due to higher growth expectations and fewer anticipated rate cuts.
What shifts are occurring in global VC and crypto flows?
Africa's startups are turning to local funding as global VC focuses on AI, while crypto exchanges could channel $2T into equities by 2031 per Binance Research.
EM fixed income gaining strategic allocation as DM fiscal deterioration pushes investors to reconsider. South Korea's AI chip boom pressures bond yields (higher growth, fewer rate cuts). Africa's startups shift to local funding as global VC chases AI. Crypto exchanges could funnel $2T into equities by 2031 (Binance Research). Asian IG credit resilient but tight valuations; Indonesia/Thailand face fiscal risks from oil.