
#84 - Carl Ross: EM Debt, Global Shifts, Opportunities
Insightful Investor
00:00
Understanding Emerging Market Sovereign Defaults
This chapter explores the different types of sovereign defaults in emerging markets, including standard, sanction-induced, and serial defaults, and their implications for investors. It highlights the nuanced political and geopolitical factors influencing debt management and recovery rates. The discussion emphasizes the complexities of investing in emerging markets and the significance of long-term strategies despite existing challenges.
Transcript
Play full episode