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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 Argentina, Brazil, Crisis, Crude Oil, Devaluation, Financial Crisis, Hyper Inflation, Mega Devaluations, Military, Recovery, Venezuela
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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 Crude Oil, Guaido, Madu, Venezuela, XXI Century Socialism
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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 Castro, Chavez, Correa, Cuba, Ecuador, Emerging Markets, Investments, Lasso, Maduro, Moreno, Privatization, Venezuela, XXI Century Socialism
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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 Castro, Chavez, Correa, Cuba, Ecuador, Inversiones, Lasso, Maduro, Moreno, Privatizacion, Socialismo del Siglo XXI, Venezuela
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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 Argentina, Crisis, Currenties, Debt, Ecuador, Financial Crisis, Latin America, Sovereign Debt, Venezuela
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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 Crude Oil, Debt, Devaluation, Hyper Inflation, Inflation, Latin America, Sovereign Debt
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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 Asia, Crisis, Debt, Devaluation, Hyper Inflation, Inflation, Latin America, Mega Devaluations, Sovereign Debt
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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 Austerity, Debt, Devaluation, Euro, Euro Zone, European Union, Greece, Greek Crisis
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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