AMP Capital Says 'Optimistic' on Emerging Markets' Prospects for The Year

The video discusses the current state of emerging markets (EM), highlighting the overcrowded nature of EM trades and the impact of a dovish Fed. It explores market weaknesses in the US and Asia, particularly in China, and suggests diversification strategies, including reducing Chinese exposure and investing in Vietnam. The video also covers fixed income opportunities in Asia, emphasizing the potential convergence of yields. Finally, it addresses the costs of hedging in these markets and the benefits of unhedged investments.

What strategies are being considered for exposure to China and other Southeast Asian markets?

What is the outlook for corporate bonds in the context of emerging markets?