Polina Kurdyavko, Head of Emerging Markets at BlueBay Asset Management, joins us on the BlueBay Insights podcast to share her perspectives on Emerging Markets.

 

We asked Polina:
1. Are there any price dislocations from an Emerging Market Debt perspective that have surprised you?

2. Over the last few weeks we have seen plenty of new issuance from Emerging Market Sovereigns. Do you expect corporates to follow in the coming weeks?

3. How do you expect the recent deterioration of China’s political relationship with the West to affect the economic and market outlook?

4. Generally, markets have been expecting a deflationary bias because of the coronavirus shock. Any chance that markets might be surprised on inflation?

5. How would you summarise where the key opportunities and risks today lie within the various segments of Emerging Market Debt?

 

 

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