What Investors Need to Know About Emerging Market Debt with VanEck's Eric Fine
Excess Returns
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The Benefits of Emerging Market Debt
Low debt is an incredibly practical positive. Thailand is issuing less debt than it's paying in principal and interest. The rating ages are tougher on EM companies and countries. Saudi Arabia agrees with China to receive CNY for oil, what do you think the Saudi Central Bank is going to do with that CNY? Well, I'll tell you what they're going to do: They're going to buy treasuries. And so those are some obvious things. 40%, 40% of the world's uranium comes from one country, Kazakhstan. If they want to turn that off, they can turn it off. So supply risk is one obvious fact that even if you rely on newspapers for your financial
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