In an extended edition of the Brewin Podcast, this week we discuss emerging markets (and emerging market debt) with Michael Hugman, an EM strategist at Investec. Despite the additional length we would encourage you to give this recording an airing. We are are sure you will find it a very useful insight into the challenges that have plagued and continue to plague the developing world. In a very honest appraisal from Hugman, he covers capital flows, Chinese policy, the ongoing challenges in Brazil and the scale of the opportunity that EM debt now presents. Indeed Hugman’s integrity is qualified by the conclusion that the best buying opportunity is likely still to come. 

 

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