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EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria
The Emerging Markets Podcast by Tellimer
Introduction
The top 10 best performing sovereigns this year have either been heavily distressed or defaulted. Nigeria is the best performing non-distressed credit this year, which we'll delve into later. Raman: How do you think emerging and frontier market credit will trade for the remainder of the year? Are there any key themes you'll be watching out for? Yeah. So, I think at the end of the day, it's more global pictures and a really specific one, especially on this account on violence.
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