US Private Credit Defaults and Emerging Market Corporates: Is There a Connection?
The Weekly Globe: in this article, we analyze the market reaction, the corporate credit fundamentals of emerging markets, and the default outlook for companies in these markets in the coming years
By Marcelo Menusso, Chief Credit Strategist
Recent events in the US private credit market have raised concerns among investors about the health of this asset class. But is there a connection between these events and companies in emerging markets?
To answer this question, this article analyzes the market reaction to these events, the fundamentals of corporate credit in emerging markets, and the outlook for corporate defaults in these markets in the coming years.
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