'Very Good Time' to Get Into Emerging-Market Bonds, Matthews' Kong Says

The video discusses the attractiveness of emerging market bonds, emphasizing the importance of a long-term investment horizon. It explores opportunities in dollar-denominated and convertible bonds, highlighting the potential for high returns if held to maturity. The discussion also covers local currency bonds, focusing on country fundamentals and the challenges they present. The video concludes with strategies for managing volatility in emerging markets, stressing the need for patience and a long-term outlook.

What factors should be considered when evaluating the attractiveness of emerging market bonds?

What are the implications of twin deficits for countries like Indonesia and India?

How does the concept of a long-term investment horizon apply to investing in local currencies?

In what ways can volatility in emerging markets affect investment strategies?

What does the analogy of picking up dollar bills for $0.80 illustrate about investment opportunities?