Cem Karacadag
Head of Global Sovereign Debt at Barings, specializing in emerging market sovereign debt and portfolio risk; provides expert analysis on fiscal resilience, policy frameworks and local currency and hard-currency debt strategies.
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Mar 18, 2026 • 26min
EM Lens: Shifting to Second Derivatives in EM Sovereign Debt
Cem Karacadag, head of global sovereign debt at Barings who focuses on EM debt and portfolio risk, breaks down how the Iran war reshaped EM markets. He contrasts oil exporters and importers. He explores central bank moves, fiscal risks like subsidies and FX defense, and where defensive EM debt and idiosyncratic opportunities may sit.
