The increasing prominence of China as a financier of developing nations has changed the landscape of emerging market debt investing.
In the future, we expect China to take a more selective approach to overseas lending. Such a dynamic could contribute to divergent performance between weaker emerging markets, with a handful of commodity-rich and strategically important high yielders continuing to benefit from a “Chinese put.”
You can now read the full ‘Sponsored Commentary’ at the link below
Supporting documents
Click link to download and view these filesFranklin Templeton - IPE July:Aug 2021
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