Barings' Adrogue Sees Opportunities in Malaysia, Indonesia, Philippine Debt Markets

The video discusses the strength and opportunities in emerging markets, particularly in Asia. It highlights the importance of distinguishing between different emerging markets based on their development and credit perspectives. The video also explores potential triggers for a rally in emerging markets, such as changes in Fed policy and trade relations. Despite challenges like trade wars, the video emphasizes that not all emerging markets will face the same issues, and there are significant investment opportunities, especially when markets sell off in tandem.

What challenges do emerging markets face in the current environment?

How can investors identify great opportunities in emerging markets during market sell-offs?