Blackrock's Pellegrini Says EM More Alpha-Driven Market Now

The video discusses the shift from a beta-driven to an alpha-driven market, highlighting the importance of diversification and country-specific investment strategies. It emphasizes the role of policy responses and ESG indicators in assessing investment opportunities, particularly in emerging and frontier markets like Turkey, Argentina, Ecuador, and Ghana. The video also covers the preference for dollar debt over local debt and the significance of fiscal consolidation and inflation control.

Which countries are highlighted as having positive policy responses in the frontier market space?

What signs indicate a good investment environment in terms of fiscal policies?