Emerging Market Debt (Hard)

Economics

Are Mexico’s fortunes finally turning?

Mexico's economy has faced no shortage of headwinds over the past few years. As a manufacturing hub, it suffered more than others from the post-2008 weakness in the global cycle. It was hit hard by the collapse in oil prices in 2014. And in 2016, it became a key target of President Trump’s campaign against trade and outsourcing. However, there are signs that the headwinds facing Mexico's economies could now be abating.

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Economics

Considering the prospects for emerging market debt

Emerging market hard currency debt is one of our most important long positions, I discuss why we especially like Indonesia and the prospects for Turkey and Russia on Bloomberg Live TV.

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