Aberdeen Standard: Backdrop for Emerging Markets Remains 'Pretty Constructive'

The video discusses the current state of emerging market (EM) investments, highlighting the positive outlook for EM corporate debt over sovereign debt due to lower volatility. It examines the South African market, noting political risks and potential economic challenges post-election. The Turkish lira is analyzed for its high yield potential despite political uncertainties. Overall, the video emphasizes the attractiveness of EM investments in the current global economic climate.

Why does the speaker maintain an overweight position in the Turkish lira despite the associated risks?

Evaluate responses using AI:

OFF

What potential actions might the Central Bank of Turkey (CBT) take if the political situation deteriorates?

Evaluate responses using AI:

OFF