🌍 Foreign Investors Quietly Exiting Emerging-Market Debt — And It’s Getting Loud
Data shows a steady pullback from local-currency bonds across emerging markets — Peru, South Africa, India, Kenya — with exposure hitting decade lows. Pink dots aren’t lying: foreign money is stepping back.
💡 Who’s left to absorb the supply? Local buyers. They’re forced to take the heat, increasing borrowing costs and sensitivity to FX swings.
Why it matters: When external demand dries up, vulnerabilities spike. A sudden currency move or macro shock can ripple across equities, FX, and consumer markets.
This isn’t just rebalancing — it’s a structural warning. Stay alert to how liquidity shifts might reshape local and global markets.
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