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Emerging Market Debt & Re-rating in China: EM Lens

EPISODE · Oct 11, 2021 · 22 MIN

Emerging Market Debt & Re-rating in China: EM Lens

from FICC Focus · host Bloomberg Intelligence

In this EM Lens & Look-Through edition, host and BI Chief Emerging Markets Credit Strategist Damian Sassower is joined by Jonny Goulden, managing director of global EM research at JP Morgan. Goulden shares his outlook for emerging market debt, as the asset class can add incremental returns to global fixed income portfolios in an environment characterized by historically low developed market bond yields. The two discuss the relative allure of EM carry, the re-rating in China credit and the risks associated with central bank tapering.

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Emerging Market Debt & Re-rating in China: EM Lens

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