Key Points
BlackRock Inc.s research arm is growing even more bullish on emerging markets, where central bankers are moving far faster than the Federal Reserve to reach a peak in their interest rate hiking cycles...
The worlds biggest money manager favors stocks and bonds from the developing world over those from mature economies in the short term, touting Chinas economic reopening and the end of the emerging-market rate hike cycle..
The odds of a less-aggressive Fed, and therefore a weaker US dollar, are also supportive of developing assets, according to BlackRock Investment Institute strategists including Wei Li. ..
While developed economies will need to keep rates higher for longer to tame sticky inflation, emerging markets are more resilient, they wrote..
A key index of developing currencies has risen even as the Fed edges closer to the end of its hikes, a sign that domestic policymakers will be able to diverge from the the US and still avoid depreciation, they said..
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