RBC BlueBay Insights

Emerging Markets update - Polina Kurdyavko


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Polina Kurdyavko, Head of Emerging Markets, speaks with Claudio Da Gama Rose, Institutional Portfolio Manager on the BlueBay Insights podcast to answer questions on responses of governments and corporates to the current situation. 

We asked Polina: 

  1. How you think EM governments will manage the fallout from the crisis – do you think sovereign issuers have enough buffers to manage upcoming maturities for the rest of the year? 
  2. In your opinion, which EM region and countries have the most policy flexibility? 
  3. And now switching to companies, what is the funding pressure looking like for EM corporates? 
  4. What are your default expectations for this year and next? 
  5. What feedback are management teams providing you on the economic/fundamental backdrop for their companies in light of the current environment? Any early green shoots? 
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