Zsolt Papp, JPMorgan Asset Management’s Global Head of Emerging Market Debt Client Portfolio Strategies, talks to Frontera Managing Editor Gavin Serkin.


The following is a summary timeline:

2:37 Macro

8:03 China

12:47 Chinese companies

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14:31 Brazil

22:31 Russia

26:50 India

28:27 Contrarian views

29:44 EM picks

30:45 Places to avoid

31:33 Favourite country

33:49 Worst country


Also listen to Zsolt Papp on the Emerging Markets show on Share Radio here

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