EM Insight: Investors Turn Wary of Mideast Dollar Debt

The video discusses the underperformance of Middle East bonds compared to emerging markets, especially after the September attacks on Aramco's oil facilities. It highlights the impact of geopolitical tensions and oil prices on the region's bonds. The discussion also covers the vulnerability of bonds from Iraq, Lebanon, and Bahrain due to potential proxy wars, and compares Saudi Arabia's bonds with those of Indonesia. The video concludes with a comparison of bonds from Sri Lanka and Egypt, noting the higher yield in Sri Lanka.

Which countries are considered most vulnerable to spikes in tensions between the US and Iran, and why?

How do the valuations of Saudi Arabia's bonds compare to those of Indonesia, and what implications does this have for investors?