Reported 12 months ago
UBS's Alejo Czerwonko discusses the evolution of emerging markets, emphasizing that they have advanced considerably compared to the past. While 30 years ago emerging markets faced challenges like high inflation and fiscal irresponsibility, now over 50% are investment grade and boast healthy balance sheet companies. Particularly, there are strong possibilities in Latin American bonds and Asian tech sector companies. Political uncertainty and global events like the US election may impact emerging markets, with different regions like India and China exhibiting unique trends and performance in equities.
Source: YAHOO