The new COVID-19 landscape: Country selection is key for EM debt


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By Michael A. Cirami, CFADirector of Global Income, Eaton Vance Management

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.