ECONOMY Emerging markets
The Speaker disagrees with the growing consensus opinion that another reflationary cycle is taking hold.
MACRO Emerging markets
High yield EM sovereign credit should deliver double digit returns this year.
CREDIT emerging markets
“It’s a cliffhanger for countries... The crisis comes slowly, slowly, slowly, then all at once.”
CURRENCIES emerging markets
This has been the worst quarter for carry trades since 1999.
MACRO emerging markets
EM countries now face a health crisis and a financial crisis which interact in complex ways.
