Too Early to Buy Emerging-Market Debt, Nomura's Subbaraman Says

The video discusses the impact of trade wars on global economies, focusing on fixed income and growth concerns. It highlights the role of multinational companies and financial markets in this context. The discussion extends to global trade dynamics, including the Japan-EU trade deal and China's increasing involvement in global trade. The video also examines emerging market trends, particularly the outflows from emerging market debt and the potential for investment. Finally, it addresses the effects of monetary policy normalization, such as quantitative easing and tightening, on emerging markets.

What are the potential effects of trade wars on multinational companies' investment decisions?

How might the recent trade agreements between Japan and the EU influence global trade dynamics?

In what ways could China's increasing investment deals with Europe affect the US economy?

What are the implications of the normalization of monetary policy on emerging market fixed income?

Why is it considered too early to invest in emerging market debt according to the discussion?