Comments
Transcript
Chapters
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SURVEYING THE SOVEREIGN DEBT LANDSCAPE
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WHAT’S DIFFERENT ABOUT ARGENTINA THIS TIME?
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THE ROLE OF THE IMF
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IDENTIFYING OPPORTUNITIES
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RESTRUCTURING VS. SERVICING
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SECURITY SELECTION
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QUASI-SOVEREIGNS
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EXCITING CORNERS OF THE WORLD
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RETURN PROFILE: HOMERUNS VS. SINGLES
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THE FINAL FRONTIER OF ACTIVE MANAGEMENT
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CONTAGION RISK IN THE SOVEREIGN DEBT MARKET
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CONCLUSIONS