This Is a Classic Credit Cycle for EM, Says CCLA's Bevan

The video discusses the dynamics of emerging markets amid trade turmoil, focusing on credit cycles and policy responses. It highlights the challenges posed by weaker currencies, especially for countries with dollar-denominated debt. Despite these challenges, there are investment opportunities in emerging markets, particularly in Asia, due to improving economic fundamentals and politics.

What factors contribute to the improving outlook for certain emerging market currencies?

Why might currency weakness present a buying opportunity in certain sectors?