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EM Drop-In: Easing cycles, debt risks, and the outlook for EM bonds

While developed market central banks pontificate over the timing of rate cuts, the loosening cycle among emerging markets is well underway and gathering pace. But which EMs will be next to fire the starting gun on policy easing? And what does all of this mean for EM bond markets?

In the latest of our monthly briefings on the big issues in EM investing, Shilan Shah led a panel of EM and financial markets economists in a discussion about the policy easing outlook.

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