PGIM's Peters Sees 'Cracks' in Commercial Real Estate

The video discusses economic vulnerabilities, particularly in commercial real estate and the mortgage market, due to rising interest rates. It highlights the role of bond vigilantes in influencing emerging market policies, with a focus on Turkey's unorthodox economic strategies. The discussion also covers the sensitivity of emerging markets to disinflation trends, suggesting these markets as potential investment opportunities.

In what ways have emerging markets shifted from unorthodox to more orthodox policies?

What implications does disinflation have for emerging markets according to the discussion?