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Emerging Markets Thrive as Inflation Cools, Rates Expected to Drop

11/10/2025

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Summary

Story summary

Emerging-market bonds gain traction as inflation slows to 2.47% in the July–September quarter, versus 3.32% in developed economies.
Investors such as Morgan Stanley and Ninety One expect central banks to cut rates more aggressively.
Mexico and Poland have begun easing policies.
Analysts expect continued gains in emerging local-currency debt, especially in Latin America, as inflation dynamics improve.

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Story summary

Emerging-market bonds gain traction as inflation slows to 2.47% in the July–September quarter, versus 3.32% in developed economies.
Investors such as Morgan Stanley and Ninety One expect central banks to cut rates more aggressively.
Mexico and Poland have begun easing policies.
Analysts expect continued gains in emerging local-currency debt, especially in Latin America, as inflation dynamics improve.