FT Transact
Emerging markets: macro worry, micro euphoria
There’s a macro-micro divide in emerging markets. The IMF and BIS are warning against rising corporate debt, yet P/E ratios are soaring. Where does the debt lie, how long can this dichotomy last, and will the ultimate impact be on equities and government balance sheets? These and other key questions are answered by Bhanu Bhaweja, Head of EM Cross Asset Strategy at UBS Investment Bank.
The content in this video was relevant on 16th April 2018. Current views may differ.
Explore all content
More from the FT Transact channel
Discover more content on the topics that inspire, engage and inform the world we live in today at the FT Channels hub.
Discover moreFT Transact
FT Channels, a partnership destination that combines impactful and enriching multimedia content to spark curiosity and encourage discovery. Each vertical brings expert insights from the Financial Times and our Partners into the most pressing issues of our time.
FT Transact is a video channel turning the spotlight on the future of capital, exploring what’s driving transactional transformation - from trends in ecommerce, fintech and ESG investing, to the corporate innovators working to build the future of finance. The channel alternates between independent reporting from FT journalists and expert commentary from UBS.