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Are Emerging Markets Bonds a Once in a Generation Opportunity?
Apr 10, 2024
Analysts discuss the attractiveness of investing in emerging market bonds, comparing their performance to U.S. bonds and examining default rates. They explore the differences between local currency and USD-denominated bonds and discuss reform efforts in emerging market nations. Investment options, risks, and potential outcomes in the emerging markets bond market are analyzed.
24:18
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Quick takeaways
- Investing in US dollar denominated emerging markets debt can provide protection from currency risks, making it a viable option for investors.
- Reforming economies in countries like India and Indonesia show promise for future performance, presenting attractive investment opportunities in emerging markets bonds.
Deep dives
Emerging Markets Bonds: A Generational Opportunity?
Investing in US dollar denominated emerging markets debt can provide protection from currency risks. Emerging markets local debt is considered a powerful supplement to portfolios due to potential favorable market conditions. Despite defaults in some emerging markets, these bonds have outperformed US bond markets over the last decade.
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