What Are the Key Emerging Markets Risks?

The video discusses the current state of emerging markets, highlighting the challenges and opportunities they face. It covers the impact of rising debt, particularly in China, and the potential for corporate defaults to affect sovereign debt. The speaker emphasizes the importance of identifying investment opportunities in emerging market debt, both in local and dollar terms, while considering the associated risks and volatility. The discussion also touches on the growth prospects of specific regions, such as Russia, Brazil, and the Caribbean, and the need to diversify investments across various countries.

What strategies can investors employ to navigate the volatility in emerging market currencies?

What role do countries like Brazil and Russia play in the recovery of emerging markets?

How do geopolitical factors influence the investment landscape in emerging markets?