In terms of market pressure, the worst seems behind us concerning the emerging markets. Markets are appreciating the stimulus put in place around the world by central banks, the IMF and the World Bank. Deglobalisation process is in place with relocalisation of production at the same time. Which countries will be the most affected by the Covid-19 pandemic? What can be assessed in terms of EM debt? Are there some areas of opportunities? Alessia Berardi, Head of Emerging Markets Macro and Strategy Research is interviewed alongside Yerlan Syzdykov, Global Head of Emerging Markets by Jean-Jacques Barberis, Head of Institutional and Corporate Clients Coverage, in this new episode of Blue Convictions.

--

DISCLAIMER: This podcast is only for the attention of “Professional” investors as defined in Directive 2004/39/EC dated 21 April 2004 on markets in financial instruments (“MIFID”), investment services providers and any other professional of the financial industry. Views are subject to change and should not be relied upon as investment advice on behalf of Amundi.

Hosted on Ausha. See ausha.co/privacy-policy for more information.