On this week’s Emerging Opportunities show we go live to Dhaka to make sense of how hackers were able to raid one of the world’s poorest nations’ bank accounts held for security with the New York Fed.
Completing our focus on the Indian sub-continent, we look at what the saga means for investors in Bangladesh, with analysis from Asif Khan at Exotix Partners.
Also joining us is Aaron Grehan, who helps manage $4.5 billion of emerging market debt at Aviva Investors – one of the few to produce positive returns in the sinking markets of last year. His Emerging Markets Bond Fund beat 94% of peers for the past year, according to data compiled by Bloomberg. The mantra on Grehan’s Bloomberg page: “Never let a good crisis go to waste!”
Now in the midst of this year’s bull market rebound, Grehan assesses how much further the rally can go, and what to look for in the world of emerging market corporate bonds.
Plus there’s plenty more to discuss in a week that saw Mozambique restructure its debt and Brazilian former President Lula being barred from office in the latest twist to the country’s spiralling corruption scandal.
Catch Frontera’s Managing Editor Gavin Serkin and his guests on the Emerging Opportunities podcast on Monday from 8pm GMT right here.