COVID-19 has changed the landscape for emerging markets (EM) debt, injecting a new dimension of pandemic-related economic uncertainty. In this report, the Eaton Vance EM debt team outlines our view that strong fundamental analysis and country selection is more important than ever.
Metrics may spook or satisfy investors
Companies' key metrics still matter
Asia's Covid-19 management bodes well for sector
Opinion mixed over sector's opportunities
'Very cautious' exposure amid Covid-19 chaos
Outperformance brings cause for optimism
Managed by Chetan Sehgal and Andrew Ness
Winners announced on 2 December