Lazard AM's Simon Sees Opportunity in Brazil Real

The video discusses the impact of financial conditions on emerging markets, highlighting opportunities in Brazil, Mexico, and Indonesia. Brazil's economic reforms and currency potential are analyzed, while Mexico's interest rates and economic outlook are examined. Indonesia's macroeconomic stability and growth strategies are reviewed, and China's credit profile and default rates are evaluated.

What are the key characteristics of Indonesia's macroeconomic situation as described?

What concerns are raised regarding corporate defaults in China?