business

What’s Happening in EM: Surge in Private Credit Deals (Podcast)

18 Ocak 2026Bloomberg

🤖AI Özeti

In this week's podcast, Mpho Hlakudi and Selcuk Gokoluk explore the growing interest in private credit funds as investors pivot towards emerging markets. This shift comes in response to a declining appetite for US credit, indicating a significant change in investment strategies. The discussion highlights the opportunities and challenges that this trend presents for both investors and emerging market economies.

💡AI Analizi

The surge in private credit deals reflects a broader trend of diversification in investment portfolios, as investors seek higher yields in emerging markets. This shift could lead to increased capital flow into these regions, potentially fostering economic growth. However, it also raises questions about the sustainability of such investments and the risks associated with emerging market volatility.

📚Bağlam ve Tarihsel Perspektif

Emerging markets have been gaining traction among investors looking for alternatives to traditional US credit, especially in light of changing economic conditions and interest rates. The podcast sheds light on how private credit funds are positioning themselves to capitalize on this trend, which could reshape the investment landscape.

This podcast does not constitute financial advice and is for informational purposes only.