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Bell ringing in emerging market debt? Argentina sells 100-year paper

Published 06/20/2017, 09:30 AM
© Reuters.  Bell ringing in emerging market debt? Argentina sells 100-year paper
EBND
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PCY
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EMLC
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ARGT
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EMAG
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LEMB
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EMB
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ELD
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VWOB
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ESEB
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  • We've lost track of the number of times Argentina has defaulted on its debt over the last century, and it's only a year since the country just settled lawsuits on its most recent $95B default.
  • That didn't stop investors this week from gobbling up $2.75B in 100-year bonds reportedly price to yield 7.91%.
  • The sale comes after a major capital markets turnaround for Argentina over the past year, with the country's debt now yielding an average of just 400 basis points more than similar-maturity Treasurys (it was well over 1000 bps four years ago).
  • The sale also comes amid a very hot run for emerging market debt in which prices have gone up and funds have added $38.6B during 20 straight weeks of inflows.
  • Source: Charlie Devereux and Ben Bartenstein in Bloomberg
  • ETFs: EMB, PCY, ARGT, EDF, TEI, EDI, EDD, EMLC, ELD, VWOB, EMD, MSD, GHI, LEMB, SBW, EMAG, EBND, EMSH, FEMB, EMIH, EMTL, EMBH, IGEM
  • Now read: Introducing The Weekly Fund Spotlight: 13% Yield From This Emerging Market Bond CEF


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