Barnejek's private Twitter channel dedicating to discussing economic developments and trends in Global Emerging Markets.
Global trade growth continues to be strong. Asian (Ex-Japan) and EM equity markets have beta of ~5 to that (compared to Europe at 3).
Here's the comparison of Greek stocks vs. the 2019 bonds. Note that Greek banks have a lot of GGBs...
Here's EMB's main positions. CEE countries no longer issue eurobonds. Turkish stuff is bought by the locals, Ukraine under IMF etc.