The entire world is fighting the same invisible COVID-19 virus enemy. However, Developed Markets and Emerging Markets face different sets of challenges, constraints, and social norms. As a result, the policy outcomes and societal reactions will be quite different impacting the near-term economic trajectories in the respective universes. Emerging Asian economies seem wired for a quicker restart.
When considering investment in Asia, the first thought is often towards equities, which isn’t surprising, given the growth of equity markets in the region. However, there also exists a lesser known, yet massive, Asian corporate credit market.
In the midst of the rapidly developing news on the tariff war, portfolio manager Anindya Chatterjee sat down late last week to discuss the outlook for emerging markets and the ramifications of recent volatility for investors. Yesterday’s tweet by Trump that he and Xi would meet at the G-20 Summit next week highlights the continually […]
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