Kirstie Spence (Capital Group): “Several Factors Have Combined to Create a Perfect Storm in EM Debt Markets”


Capital entrevista
Kirstie Spence, courtesy photo. Kirstie Spence (Capital Group): “Se ha creado una tormenta perfecta en los mercados de deuda emergentes”

Author: Funds Society, Madrid

  1. “. Liquidity is choppy, but there is very little actually trading outside of local markets”
  2. “China’s role in a global economic recovery is key, especially for EM”
  3. “Our base case going into 2020 was one of relatively benign interest rates and global growth, which would have been supportive for EM debt”