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Venezuela could be next EMD turnaround story, says Drijkoningen

Emerging market debt has returned to favour as investors seek risky assets and now it is about uncovering turnaround stories set to further capitalise, according to Rob Drijkoningen.

Drijkoningen, who is co-head of emerging market debt at Neuberger Berman, said huge improvements in current accounts has seen inflows surge and reform efforts cannot go unnoticed

In this video, the EMD veteran highlights Venezuela as the next big turnaround story for the asset class, as well as championing the potential of India and Indonesia.

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Rob Drijkoningen
Rob Drijkoningen
49/167 in Bonds - Emerging Markets Global Hard Currency (Performance over 3 years) Average Total Return: 20.45%
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