Emerging-market bonds are poised for support in 2026, driven by increasing local investor ownership. These domestic holders, less exposed to currency risk, are proving more resilient. This shift, with China, Mexico, and Indonesia leading, signifies maturing financial markets and a more stable outlook for the asset class.
China reportedly drops rules that sparked property crisis, developer shares surge
Chinese property developers are no longer required to report monthly data related to the country’s “three red lines” policy, local media said on Thursday, an