Popular Misconceptions Dispelled By Facts

It is no longer appropriate to label emerging market debt as a singular asset class but it is not easy to come up with a better term for such a great diversity of countries and opportunities. In the EM corporate space, regional dynamics highlight materially different trends even within the same industry sector thus requiring a highly efficient analytical approach and more so, the analyst resources close to the action.

We believe there is no “secret ingredient” to EM corporate investing other than having deep analytical capabilities, a focus on the fundamentals, and maintaining a close and constant dialogue with the issuers, while assessing whether dollar revenue streams are matching dollar liabilities etc. Without these capabilities, investors are at risk of investing blindly and being too influenced by misconceptions formed by headlines rather than the facts.

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