EMERGING markets present a "lukewarm" macroeconomic picture, but the region's debt remains an attractive investment proposition, says JC Sambor, BNP Paribas Investment Partners deputy head of emerging fixed income.
Mr Sambor said fears of the impact of a Trump presidency on emerging markets are already priced in. "We see the recent sell-off as a potential opportunity for EM (emerging market) debt investors. We think all the bad news regarding Trump is close to being priced in. Fears about China and Mexico are well telegraphed to the market.
"So it will not come as a surprise if Trump starts his mandate with very tough rhetoric."
Data from EPFR Global shows investors have pulled money out of emerging...
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