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What’s Happening in EM: Funds Rework Playbooks (Podcast)

Markets

Malavika Kaur Makol

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August 3, 2025

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Bloomberg

Marcus Wong in Singapore joins Malavika Kaur Makol to discuss how some emerging-market investors are reworking their playbooks given the dollar’s bounceback in July. Some tactical trades include emerging-market dollar bonds versus local currency debt as investors recalibrate their near-term dollar views.

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