Emerging Daily Audio Call May September 14 – ON the call today we discuss the cross currents of asset classes with bond yields moving higher but the source of this move is not what you think.
Published on Jul 1, 2016
The cash-strapped island is expected to miss a payment of $2-billion in debt obligations on Friday.
Emerging Money Daily Audio Call April 28 – BOJ does nothing much to our surprise and not surprisingly the Yen appreciates and the USD weakens. The dominos that fall ( or rise!) are then also pretty obvious.
THE PATH TO PERSIA
By Alexander Schay | Published on: January 15, 2016 EMfminvestor.com
With the “Implementation Day” milestone of last July’s nuclear deal between Iran and the P5+1 fast approaching, the prospect of Iran’s reintegration into the global economy grows near. As one of the few remaining countries in the world with a […]
I was asked by Fidelity to give a presentation to their clients ahead of the Trader Expo in NYC. In the presentation I gave my views on the EM selloff and a number of key sub-topics within the asset class. Here I will present my slides on China.