Aberdeen Standard Is 'Structural Underweight' Philippine Debt, Akintewe Says

The video discusses market fundamentals, focusing on risk differentiation and investment strategies in emerging markets, particularly Chinese and Indonesian bonds. It explores corporate versus sovereign credit opportunities and the impact of geopolitical risks, such as US-China trade tensions, on investment strategies. The video also analyzes the Philippine market, highlighting challenges like inflation and bond market liquidity.

What factors contributed to investors becoming overly bullish at the end of last year?

How has the inclusion of China in the Bloomberg Barclays Global Aggregate Index affected investment strategies?

How do trade negotiations and global sentiments affect investment decisions?

In what ways can geopolitical risks influence market strategies?

What strategies should investors consider during periods of high volatility?

What are the implications of the current account deficit position in the Philippines?

What are the challenges faced by the bond market in the Philippines?