EM Central Banks Have More Room to Cut Rates, T. Rowe Price's Page Says

The video discusses global rate cuts and their impact on emerging markets, focusing on portfolio management strategies that are underweight in China but overweight in Latin America. It highlights China's economic stimulus efforts aimed at stabilizing growth and the potential positive effects on equities. The video also explores opportunities in emerging market debt, emphasizing dollar-denominated credit and the attractiveness of sovereign and corporate debt. It examines the challenges of finding countries with limited trade exposure and resilient balance sheets, and evaluates economic indicators like debt to GDP and inflation for investment decisions.

What are the current strategies for allocating to emerging markets?

How do central banks in emerging markets differ in their ability to stimulate growth?

What is the significance of dollar-denominated credit in emerging markets?

What factors should be considered when evaluating countries for investment in emerging market debt?

How do trade exposures affect the economic stability of countries in Asia?