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4min chapter
EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria
The Emerging Markets Podcast by Tellimer
The Importance of Monitoring Global Macro Environment
I think macro environment will remain volatile, challenging, leading by inflation, gross activities, data, etc. And due to this high uncertainties, we have to remain cautious until to have better view on the global situation. Maybe Japanese risk will be extremely important to monitor because it could reoriented decent flows and reallocation. But all in all things up, let's say well oriented for our market.
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