EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria
The Emerging Markets Podcast by Tellimer
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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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