Al Mal Capital’s CIO Is Bullish on Emerging Market Debts

The video discusses the vulnerabilities of current account deficits, particularly in pan-Asian currencies, and the potential rally of the dollar. It examines the emerging market bond market, highlighting the challenges of negative yields and the attractiveness of certain high-yielding currencies like the Mexican peso and Russian ruble. The video also explores the impact of trade war risks on emerging markets, emphasizing the importance of considering countries with twin deficits, such as Turkey. Overall, the video provides insights into the dynamics of emerging market currencies and investment opportunities.

Which emerging market currencies are considered to be at risk due to trade wars?

What signs indicate a positive outlook for emerging market currencies this year compared to last year?