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EssentialThe Essential Conversation

Emerging Markets: The Dollar Debt Debacle

Featuring Rashique Rahman

Mar 11, 2020 • 47 minutes

108

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Essential

The Essential Conversation

Emerging Markets: The Dollar Debt Debacle

Rashique Rahman discusses trade deficits that could trigger a liquidity crisis, commodity risks, & stagnating income-per-capita in emerging markets.

Featuring Rashique Rahman

Mar 11, 2020 • 47 minutes

Rashique Rahman is a global macro specialist on the front lines of emerging market investing. He speaks to Real Vision's Ed Harrison about the structural obstacles that emerging market economies face. Rahman discusses the compounding trade deficits that could trigger a liquidity crisis in countries like Argentina and Turkey, the enormous commodity risks that lumbering giants like Russia must overcome, and how stagnating income-per-capita is pushing countries like South Africa and Chile to the brink of societal collapse. Overhanging all of that is the U.S. dollar, which has appreciated greatly over the past half-decade and is a chain around the neck of all countries with liabilities denominated in dollars. Rahman argues that at the end of the day, emerging markets are not just a sector to which investors can allocate capital, but rather a world in and of itself. He reveals why investing in winners and avoiding losers will provide returns that taking secular bets will not. Filmed on January 28, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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