Tag Archives: Crisis

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

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Fixed Income?

Where is the yield? Continue reading

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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

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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

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