Countries In-Depth
Hungary: Time To Buy Domestic Bonds?
It’s time to go overweight Hungarian domestic bonds in an EM and European core bond portfolios. Currency investors should book profits on our long CZK / short HUF trade, which has generated 29.4% gains since its inception in June last year.
BCA Research | Emerging Markets Strategy
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.