What’s Happening in EM: ‘Lottery Ticket’ Trades (Podcast)
After Venezuela’s dramatic bond rally, investors hunting for distress in emerging markets are facing a tougher question: what’s left? This week, Zijia Song in New York joins Carolina Wilson to...
By Carolina Wilson · Bloomberg
After Venezuela’s dramatic bond rally, investors hunting for distress in emerging markets are facing a tougher question: what’s left? This week, Zijia Song in New York joins Carolina Wilson to discuss why the easy money in EM distress may already be behind us, and where investors are still finding selective opportunities.