Emerging Market Assets to Perform Well When Fed Stops Hiking: Eaton Vance

The video discusses the challenges and opportunities in emerging market assets, focusing on the impact of global financial trends, China's economic situation, and the Federal Reserve's rate cycle. It highlights liquidity issues in emerging market corporate debt and outlines investment strategies for navigating these markets, emphasizing the importance of selecting high-quality businesses with strong cash flows and governance.

What are the liquidity challenges currently faced by the EM corporate debt market?

In what ways do you think the next 12 to 24 months will affect refinancing opportunities for companies in emerging markets?