Emerging Markets: 2H26/2027 Strategy Outlook

July 9, 2026

In this webinar, CreditSights experts examine the outlook for emerging markets credit, focusing on the impact of geopolitical tensions, energy prices, inflation, and global growth on sovereign and corporate credit markets. Regis Chatellier, Zerlina Zeng, and Erick Vega discuss China’s economic outlook, the resilience of emerging market economies, evolving corporate credit fundamentals, and investment opportunities across Asia, Latin America, and the Middle East.
The speakers also explore AI-driven growth in Asia, funding conditions, credit market valuations, and regional risks while sharing their preferred investment themes and sector views. The discussion offers actionable insights to help investors identify relative value opportunities and make more informed credit allocation decisions in a complex market environment.

Watch on YouTube:

Speakers:

Regis Chatellier, Head of EM Sovereign Strategy at CreditSights
Zerlina Zeng, CFA, Head of APAC Credit Strategy at CreditSights
Erick Vega, CFA, Senior Analyst, Emerging Markets Corporates at CreditSights

Timestamps:

00:00 Introduction to Emerging Markets Credit Strategy
00:58 China’s Economic Outlook and Stimulus Measures
03:41 Emerging Markets Resilience Amid Global Uncertainty
09:56 Corporate Fundamentals in Emerging Markets
16:36 Challenges and Opportunities for Asian Corporates
21:00 Impact of a Strengthening Dollar on Emerging Markets
25:54 Valuation and Performance of EM Sovereigns and Corporates
30:17 Market Dynamics and EMIG Performance
38:11 Investor Strategies in Asian Dollar Bond Markets
45:41 Brazil’s Economic Outlook and Political Landscape
52:22 Top Picks and Sector Analysis

Related Resources:

Asia Credit 2H26 Outlook and Sector Strategy
Asia Credit: 2H26 Outlook and Sector Strategy

Asia Credit: 2H26 Outlook and Sector Strategy

July 1, 20261 min Read More
Asia Credit Best Ideas July 2026
Asia Credit Best Ideas: July 2026

Asia Credit Best Ideas: July 2026

July 2, 20261 min Read More
Emerging Markets Outlook
Emerging Markets Outlook 2H 2026/1H 2027

Emerging Markets Outlook 2H 2026/1H 2027

July 9, 20261 min Read More
EM IG Corporate Credit Outlook
EM IG Corporates: 2H26 Outlook and Sector Strategy

EM IG Corporates: 2H26 Outlook and Sector Strategy

July 9, 20261 min Read More

More from our team:

The AUD Bond Market: Flows, New Issues, Picks & Pans

The AUD Bond Market: Flows, New Issues, Picks & Pans

October 28, 2026 Read More
Hot Topics in Bankruptcy: 4Q26

Hot Topics in Bankruptcy: 4Q26

October 22, 2026 Read More
Virgin Media O2: Netomnia in Question, What’s Next?

Virgin Media O2: Netomnia in Question, What’s Next?

October 20, 2026 Read More
Asia In Focus: Preliminary 2027 Outlook

Asia In Focus: Preliminary 2027 Outlook

October 2, 2026 Read More

Know More. Risk Better.®

Sign up to receive our latest credit insights direct to your inbox.