Fundplat > Videos > Eyeing trades amid a struggling Chinese economy and opportu­nities in Turkish bonds and EM distressed debt

Eyeing trades amid a struggling Chinese economy and opportu­nities in Turkish bonds and EM distressed debt

Nick Eisinger, co-head of emerging markets active fixed income fund at Vanguard, unpacks his views on a struggling Chinese economy and the wider implications on global markets. Despite the growing concerns for the world’s second-largest economy, he says it “doesn’t mean there are no trades in China” and discusses where there could be potential for the upside.

Elsewhere in emerging markets (EM), Eisinger discusses the recent shakeup at Turkey’s central bank and whether now is the prime time to invest in Turkish local bonds and foreign exchange.

Turning to riskier debt, the co-head of EM active fixed income provides a comprehensive outlook on the distressed debt markets and where he sees potential for growth and investment opportunities.

In this episode, he also looks at what could move markets this week and what might impact liquidity, as desks await important inflation data out of the US and the UK and GDP growth numbers out of Europe.

12.02.2024


Videos