Emerging Market Debt: What’s Really Going On?

Emerging Market debt is in a difficult position right now as investors continue to try to play the tapering of quantitative easing, Europe's debt problems and the many other moving parts involved in international debt markets. A new report from Societe Generale analysts Eamon Aghdasi takes a look at the Latin American debt market and breaks some misconceptions.

The most surprising result of the analysis is the conclusion that in most Latin American countries investors actually increased their holdings in debt. According to Aghdasi, Brazil, Colombia, and Peru have seen net inflows from foreign investors, while Mexico...