BlackRock's Keenan Favors Higher-Quality Credit in Emerging Markets

The video discusses the market performance in Southeast Asia, highlighting geopolitical and economic challenges. It provides insights into credit markets, emphasizing the importance of high-quality credit and the impact of central bank stimulus, particularly from the PBOC and the Fed, on emerging markets. The discussion covers different economic scenarios in Asia, including inflation and elections in the Philippines. The video concludes with the implications of a dovish Fed on global markets, noting the need to carefully select investment opportunities.

What is the significance of the Fed's dovish turn for emerging markets, and how does it affect the dollar?

What factors should be considered when investing in EM assets according to the discussion?