African Selloff Probably Isn't Over Yet: EM Insight

The video discusses the performance of emerging markets in 2018, highlighting Africa's underperformance compared to the previous year. It examines the impact of the emerging market sell-off on the Eurobond market, with African yields rising significantly. The discussion also covers the effects on local debt and currencies, particularly in Nigeria and South Africa, where real yields remain attractive despite market sell-offs. The video concludes by addressing investment challenges in Africa, including political risks and upcoming elections, which deter global investors.

What was the overall performance of emerging markets in 2018 compared to the previous year?

How have African yields changed compared to M yields for sovereign dollar Eurobonds?

What factors have contributed to Zambia being the worst performing emerging market this year?

What are the implications of the US-China trade tensions on emerging markets?

What trends are observed in South Africa's bond market this year?

How do upcoming elections in Nigeria and South Africa affect investor sentiment?

What does the narrowing gap between South African stocks and EM stocks indicate?