Where are the opportunities and risks for EMs?

Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, examines the acceleration of emerging markets due to an increase in global manufacturing, higher commodity prices, OPEC commitment to cutting oil production and continued strong credit growth in China. Drijkoningen expects the Chinese government to sustain growth levels and notes that US policy decisions could have unknown impacts on emerging markets.

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