Emerging Markets: 2H26/2027 Strategy Outlook

July 9, 2026

In this webinar, 糖心视频 experts examine the outlook for emerging markets credit, focusing on the impact of geopolitical tensions, energy prices, inflation, and global growth on sovereign and corporate credit markets. Regis Chatellier, Zerlina Zeng, and Erick Vega discuss China鈥檚 economic outlook, the resilience of emerging market economies, evolving corporate credit fundamentals, and investment opportunities across Asia, Latin America, and the Middle East.
The speakers also explore AI-driven growth in Asia, funding conditions, credit market valuations, and regional risks while sharing their preferred investment themes and sector views. The discussion offers actionable insights to help investors identify relative value opportunities and make more informed credit allocation decisions in a complex market environment.

Watch on YouTube:

Speakers:

Regis Chatellier, Head of EM Sovereign Strategy at 糖心视频
Zerlina Zeng, CFA, Head of APAC Credit Strategy at 糖心视频
Erick Vega, CFA, Senior Analyst, Emerging Markets Corporates at 糖心视频

Timestamps:

Introduction to Emerging Markets Credit Strategy
China’s Economic Outlook and Stimulus Measures
Emerging Markets Resilience Amid Global Uncertainty
Corporate Fundamentals in Emerging Markets
Challenges and Opportunities for Asian Corporates
Impact of a Strengthening Dollar on Emerging Markets
Valuation and Performance of EM Sovereigns and Corporates
Market Dynamics and EMIG Performance
Investor Strategies in Asian Dollar Bond Markets
Brazil’s Economic Outlook and Political Landscape
Top Picks and Sector Analysis