EM Bond Investors in Risk-Off Environment, Says BlackRock's Watson

The video discusses the rising yields in Turkish lira bonds and dollar-denominated paper, highlighting the potential contagion effects on other emerging markets with large external funding needs. It examines the corporate bond sector in emerging markets and Europe, and the focus on economies similar to Turkey. The discussion extends to the spotlight on countries like Colombia and South Africa, and the risk-off environment in bond and currency markets, with increased buying in the yen and Swiss franc.

What factors are being considered to gauge contagion in the bond market?

How has the performance of the corporate bond sector been affected?

Which countries are mentioned as having external funding issues similar to Turkey?

What is the current sentiment of investors in the bond and currency markets?

What role does the yen and Swiss franc play in the current market situation?