bearish

EM as an Asset Class 2024

361 Views21 Nov 2024 11:06
Podcast
SUMMARY
  • EM sovereign debt has seen significant changes since the pandemic, but no wave of defaults has occurred
  • China's debt numbers are higher than Europe's for the first time, impacting the global market
  • Sovereign debt restructuring remains a complex and idiosyncratic process, with challenges ahead for debt dynamics and growth in the EM market

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At Any Rate
Podcast by J.P. Morgan analysts on global markets
At Any Rate
Multi-AssetMacroeconomicsCross Asset Strategy
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