Seizing value in emerging market debt

Emerging market debt presents a compelling opportunity for value-driven investors as growth projections rise, driven by strong fundamentals in economies like India. However, inflationary pressures and fiscal constraints remain hurdles, making it crucial to be selective. Investment-grade bonds are priced tightly, but value can still be found in distressed and idiosyncratic credits, such as Turkey, Egypt, and Argentina, where recent political and economic shifts offer potential upside. Discover how active investors can navigate the complexities of emerging market debt to capture returns in...