🏦EM CB Pivot
Turkey/Brazil/India rate signals converging · TRY discounted
✦ OPPORTUNITYEmerging market central banks — particularly Turkey, Brazil, and India — are signaling a coordinated shift toward rate cuts following peak inflation cycles. Historical data shows EM equities and local-currency bonds significantly outperform developed-market assets in the 12 months following CB pivots. The Turkish lira (TRY) appears most discounted relative to purchasing-power parity, creating an asymmetric entry opportunity for investors with a 12–18 month horizon.
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