Emerging-Market Fixed Income Favored: Bank Julius Baer

The video discusses whether Turkey's current market conditions present a buying opportunity, considering its political interference and comparison to Ukraine. It also examines the broader emerging market trends, highlighting issues like growth and fixed income positioning. The discussion extends to the US-China trade truce and anticipated Fed rate cuts, suggesting a warming towards emerging market fixed income assets.

What factors contribute to Turkey being considered a buying opportunity despite its current political situation?

How does the political interference in Turkey affect its bond markets and financing costs?

What is the current relationship between the US and China regarding trade, and how might it impact emerging markets?

In what ways has the Federal Reserve's actions influenced the outlook for emerging market assets?

What are the reasons for the preference for dollar-denominated emerging market fixed income over local currency?