EM Debt: Assessing the Impact of China’s Crackdowns

Omotunde Lawal, Head of EM Corporate Debt, sheds light on China’s recent regulatory crackdowns on industries ranging from technology to education to property, and explains the risks and opportunities these actions may present for fixed income investors.

Episode Segments:

02:50 — The scope of China's recent regulatory crackdowns

13:25 — The motivations behind the changes

16:53 — China's corporate debt market in perspective

20:29 — Sectors that may be vulnerable

23:17 — A buying opportunity?

28:15 — Underwriting the risks

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