Ante Argentina y Turquía, hallar 'áreas de valor' en los ME

The video discusses the challenges and opportunities in emerging markets, focusing on Argentina's economic situation and the role of central bank credibility. It highlights the impact of US interest rates and the stronger dollar on market volatility. The discussion covers investment strategies, emphasizing the importance of regional focus and selective investment in local currency bonds for better returns.

What strategies are being considered for investing in emerging market debt?

How do the economic conditions in Brazil and South Africa compare in terms of investment opportunities?

What are the potential risks and rewards of investing in local currency bonds in emerging markets?