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
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.
