Jeremy Cunningham, investment director at Capital Group, speaks with Arunima Sharan, senior economist at OMFIF, to discuss the latest trends in emerging markets debt. They explore the re-emergence of these markets in investors’ minds and how perceptions of EM debt have shifted in recent years. The conversation covers current and future opportunities in this local and hard currency EM bonds, factors contributing to higher return potential, and associated risks.
You can find the transcript here.
OMFIF’s Q3 Bulletin on emerging markets can be found here
