Category Archives: Emerging Markets

What Next for Venezuela?

What are the possible outcomes of a potential recovery in Venezuela, and what is the timeframe. How does Venezuela’s crisis compare to previous crises of neighboring Latam countries Continue reading

Posted in Commodities, Emerging Markets, Oil | Tagged , , , , , , , , , , | Leave a comment

Hail Venezuela’s Libertador

Is Juan Guaido the next best thing to happen to Venezuela, or will the country descend into a civil war Continue reading

Posted in Emerging Markets | Tagged , , , , | 1 Comment

A Little Push to the Right

When Lenin Moreno beat Guillermo Lasso on a dubious election last year, many thought this would be a continuation of the Citizens Revolution, it seems the President is parting with the ideology of his predecessor. Continue reading

Posted in Bonds, Economy, Emerging Markets, Foreign Trade | Tagged , , , , , , , , , , , , | Leave a comment

Un Empujoncito a la Derecha

Cuando Lenin Moreno derrotó a Guillermo Lasso en una dudosa elección el año pasado, muchos pensaron que seria la continuation de la Revolución Ciudadana. Parece que el Presidente esta alejando de la ideología de su predecesor. Continue reading

Posted in Bonds, Economy, Emerging Markets, Foreign Trade | Tagged , , , , , , , , , , , | Leave a comment

Emerging Markets: 30 Years of Crisis. Part 3: The 2000s and beyond

This is the third and final installment of the series. We discuss Ecuador, Argentina and Venezuela in their journey through the 21st century. Continue reading

Posted in Bonds, Commodities, Currencies, Economy, Emerging Markets, Foreign Trade | Tagged , , , , , , , , | Leave a comment

Emerging Markets: 30 Years of Crisis. Part 2: The 1990s

Second installment of my 3-part series on Emerging Markets Continue reading

Posted in Bonds, Commodities, Currencies, Economy, Emerging Markets, Foreign Trade, Stocks | Tagged , , , , , , | Leave a comment

Emerging Markets: 30 Years of Crisis. Part 1: The 1980s

The recent news of Argentina’s deal with holdout hedge funds has prompted me to put together a three-part series on Emerging Markets, and analyze this crises-laden asset class. Enjoy! Continue reading

Posted in Bonds, Currencies, Economy, Emerging Markets, Foreign Trade, Oil, Stocks | Tagged , , , , , , , , | Leave a comment

A Submerging Economy

7 years after the first Greek crisis, the government is putting forward a new set of austerity measures. Will it work this time? Continue reading

Posted in Bonds, Currencies, Economy, Emerging Markets, Foreign Trade | Tagged , , , , , , , | Leave a comment

Time to Short the Venezuelan Bolivar?

For over 10 years the Venezuelan currency has been held artificially high by the government. Is that all about to change? Continue reading

Posted in Currencies, Emerging Markets | Tagged , , | Leave a comment