PIMCO's Yacov Arnopolin on Emerging Markets

The video discusses potential market reactions to a Ukraine invasion, highlighting the economic buffers of Ukraine and Russia. It examines Russia's economic insulation since 2014 and the impact on neighboring countries, particularly in Central and Eastern Europe. The video also explores trends in commodity markets, the performance of emerging markets, and the implications of Asian debt and China's monetary policies. Finally, it identifies investment opportunities in emerging markets, focusing on countries like Romania and Panama.

What opportunities exist in the fixed income markets of Serbia and Romania amidst the current geopolitical tensions?

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What are the implications of the March NPC for the Chinese economy and its markets?

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How do downgrades affect countries like Romania and Panama in the context of investment grade status?

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