Egon Vavrek, Head of Emerging Markets at BlackRock, says AI hardware and the "picks-and-shovels" players serving hyperscalers will carry emerging markets forward. He spoke on the sidelines of the BofA APAC Conference in Hong Kong. (Source: Bloomberg)

Mark Cabana, Co-Head of Global Rates Research at BofA Global Research, says the front end of the global yield curve could reprice higher as central banks move to reduce accommodation. He spoke on the sidelines of the BofA APAC Conference in Hong Kong. (Source: Bloomberg)

The question is whether credit markets will keep signalling calm.

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