Why Bank of Singapore Is Constructive on EM Fixed Income

The video discusses the outlook for emerging markets and fixed income in 2021, highlighting the positive impact of a weakening US dollar and improving commodities. It explores investment opportunities in green energy, particularly in India, China, and Indonesia, and considers the potential effects of a Biden presidency. The discussion also covers the risks associated with the vaccine rollout and its impact on Treasurys, as well as China's economic situation and default risks.

What factors are contributing to the positive outlook for emerging market high yield in 2021?

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How does the weakening US dollar affect emerging markets?

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What role do commodities play in the outlook for emerging markets?

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What impact could President-elect Biden have on US-China relations?

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How might the rollout of the vaccine affect the market's outlook?

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What are the implications of the fiscal stimulus bill for Treasurys in 2021?

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What is the significance of the defaults in China, particularly regarding Evergrande?

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