Too Early to Buy Emerging-Market Debt, Nomura's Subbaraman Says

The video discusses the impact of trade wars on global economies, focusing on fixed income and growth concerns. It highlights the role of multinational companies and financial markets in this context. The discussion extends to global trade dynamics, including the Japan-EU trade deal and China's increasing involvement in global trade. The video also examines emerging market trends, particularly the outflows from emerging market debt and the potential for investment. Finally, it addresses the effects of monetary policy normalization, such as quantitative easing and tightening, on emerging markets.

How might trade wars and rhetoric potentially impact global growth?

• By boosting international tourism

• By increasing consumer spending

• Through investment delays and market repercussions

• Through enhanced technological innovation

What recent trade agreement is seen as a positive sign for free trade outside the US?

• Australia-UK trade agreement

• US-Mexico-Canada Agreement

• Japan-EU trade deal

• China-India trade pact

Which country is increasing its investment deals with Europe and other emerging markets?

• India

• Brazil

• China

• Russia

What is the primary reason for caution in investing in emerging market fixed income currently?

• Increased geopolitical stability

• Normalization of global monetary policy

• Surge in commodity prices

• Rising inflation rates

What is the expected shift in global monetary policy that could affect emerging markets?

• Transition to quantitative tightening

• Implementation of fiscal stimulus

• Continuation of quantitative easing

• Introduction of negative interest rates