Barings' Adrogue Sees Opportunities in Malaysia, Indonesia, Philippine Debt Markets

The video discusses the strength and opportunities in emerging markets, particularly in Asia. It highlights the importance of distinguishing between different emerging markets based on their development and credit perspectives. The video also explores potential triggers for a rally in emerging markets, such as changes in Fed policy and trade relations. Despite challenges like trade wars, the video emphasizes that not all emerging markets will face the same issues, and there are significant investment opportunities, especially when markets sell off in tandem.

What is a key factor that makes emerging economies in Asia attractive to investors?

• Widened spreads

• High default rates

• Lack of domestic markets

• Decreasing foreign investments

Which event is historically seen as a trigger for a rally in the emerging markets?

• US trade policies

• Fed becoming more accommodating

• Rising inflation

• Cooling off of trade wars

What is the current perception of the US and China regarding trade wars?

• They are close to resolving their issues

• They are unaffected by trade tensions

• They are digging in their heels

• They are seeking external mediation

Why do some investors see opportunities in countries like Indonesia and the Philippines?

• Decreasing foreign debt

• Stable economic cycles

• High inflation rates

• Widened credit spreads

What concern do investors have about the credit cycle in emerging markets?

• It is shrinking

• It is too stable

• It is widening

• It is unpredictable