Shifting EM Backdrop Will Breed Both Winners and Losers: EM Lens

Emerging-market assets are likely to swing on US-centric narratives, yet domestic growth and inflation dynamics may be of less concern than in previous cycles. Ricardo Adrogue, head of global sovereign debt and currencies at Barings, joinsDamian Sassower, Bloomberg Intelligence’s chief emerging market fixed income strategist, to discuss the year-ahead outlook for EM credit, rates and foreign exchange. Adrogue and Sassower touch on issues ranging from US trade policy and EM remittances to Chinese deflation and a weaker euro. The EM Lens podcast is part of BI’s FICC Focus series.