Tag Archives: Devaluation

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

Second installment of my 3-part series on Emerging Markets 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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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

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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

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