Reuters analysis details investment strategies in emerging markets

Reuters June 23 emerging market story detailed a likely rebound in emerging markets debt sales through the second half of 2010. Reuters analysis and related factboxes highlighted how heavy cash holdings among dedicated emerging market investors and pent-up corporate funding needs could see H2 bond issues almost match first-half volumes despite a virtual shutdown of primary bond markets since early May. On June 24 Reuters took a look at the approaching second-half of 2010 and showed how the big winners from the first half were all cautious names betting on precious metals or top-rated bonds, and how it was difficult to see that it would not be a winning strategy in the second half too.