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Table 1 below presents our high-conviction absolute return market views; our closed views are shown in Table 2 at the end of this note.
Turkey. As of today, we close our positive view on Turkish sovereign credit with a performance in dollars since open of 1.4% (relative to a duration-matched Treasury hedge). Sound fiscal policy continues to underpin the credit and the valuation is among the most attractive in major sovereign EMs, but the increasingly uncertain outcome of the 16...