In this podcast, Client Communications Group Vice President Naj Srinivas speaks with Research Analyst Scott Botterman about recent developments in Emerging Markets.
0:18 – Recap of Emerging Markets in 2018
0:55 – Potential impact of US-China tariffs on Emerging Markets
2:38 – Rising interest rates and Emerging Markets debt
3:48 – Emerging Markets central banks and US dollar availability
7:21 – Shadow banking in China
9:22 – Political developments in Brazil
10:41 – Oil prices, sanctions and the Russian economy
12:03 – Positives themes for Emerging Markets
14:06 – Update on economic reforms in India
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