Easy Monetary Policy Is Firing Emerging Markets, says Tellimer Dubai’s Bigolin

The video discusses the volatility in emerging markets, focusing on the impact of monetary policy and central bank actions. It analyzes the performance of GCC bonds, highlighting geopolitical risks and spread compression. The discussion extends to Saudi bonds, addressing market dynamics and potential oversupply issues. Finally, the video examines the performance of the African bond index, emphasizing South Africa's significant contribution to its returns.

How have geopolitical risks affected investor behavior in the GCC region?

What was significant about Saudi Arabia issuing euro-denominated bonds?

What trends were observed in the performance of African bonds compared to developed markets?