Eric Fine, Portfolio Manager and Head of Active Emerging Market Debt at VanEck, joins Tellimer CEO Duncan Wales to unpack how emerging markets have evolved from cyclical shock-takers to structural beneficiaries in a world where fiscal dominance is increasingly a developed-market issue. The conversation dives into the transformation of EM policy credibility, the rise of local-currency markets, and the shifting dynamics of reserve management driven by sanctions, gold accumulation, and the growing influence of CNY. They also explore the surge in EMFX, the balance between local and hard-currency debt, and where the most compelling opportunities — and risks — sit as investors prepare for another potential wave of EM inflows.
The Emerging Markets Podcast by Tellimer – Emerging Markets, Connected. Check out the full Tellimer offering here.
The Emerging Markets Podcast dives into a range of topics in the emerging and frontier market world including investment themes, debt restructuring, elections, and geopolitical tensions.
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