EM Debt: Still Undervalued?

Head of Global Sovereign Debt & Currencies, Cem Karacadag shares insight into the broad EM Debt universe and explains why spreads may be overcompensating for default risk. Episode Segments: (02:12) – Scoping the EM debt universe (04:03) – Myths about the asset class – credit risk & liquidity (05:39) – What’s driven EM’s resilience and can it continue? (10:42) – Potential areas of complacency…