Emerging market currency volatility is on the rise, as the dovish tilt in monetary policy causes real yield differentials to converge with the US and Europe. In this month’s EM Lens & Look-Through episode, Shamaila Khan, Head of Emerging Markets & Asia-Pacific at UBS Asset Management Americas, joins Chief EM Fixed Income Strategist Damian Sassower to deliver her outlook on emerging market debt. From idiosyncratic risk in EM distressed debt to China’s struggling property sector, we discuss the opportunities and risks facing EM creditors.
