Comments
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JCnice job very informative. USD is really tricky now as are bonds. I think ultimately spreads will tighten after the equity markets peter out a bit (8%+ drop last week or so in the Dow) and we're headed into much more of a roller-coaster ride. Seems like EM's exposure to commodities while not as big as it once was also will benefit from any rise in commodity prices. I guess the USD is the big variable and Mr. Harris' views on repatriation and the rate hikes were very interesting. Good stuff!!
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MBlike listening to music, love his accent
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MBto listen to dr. Walker is like listening tu
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SvGreat insights - would be very interesting to have a similar feature on frontier markets (Nigeria, Congo, Myanmar etc) as rarely discussed on RV
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NANo Saudi Arabia or Iran or Egypt
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MGDear RV can you please get on the ground Chinese Indian strategist’ to comment on policy and structural changes. No offence but to the speaker but I want to hear from someone local and not from London
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NRWhat is with these guys hair?
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hgBest View Ahead so far this year. Always great to hear from Edward Misrahi and Michael Harris. Jim Walker and Chrisopher Wood had some interesting insights as well.