The View Ahead – Emerging Markets

Published on
January 8th, 2018
Topic
Asia, Macro, Latin America
Duration
34 minutes
Asset class
Equities, Bonds/Rates/Credit

The View Ahead – Emerging Markets

The Expert View ·
Featuring Edward Misrahi Christopher Wood Michael Harris Dr. Jim Walker

Published on: January 8th, 2018 • Duration: 34 minutes • Asset Class: Equities, Bonds/Rates/Credit • Topic: Asia, Macro, Latin America

In the third episode of our View Ahead series, we turn to the emerging markets, and hear some of the most knowledgeable experts on EM provide the inside track on what to watch for in the developing world. The venerable Edward Misrahi, Christopher Wood, Michael Harris and Dr. Jim Walker bring their combined expertise to guide you through the world’s emerging market hotspots, and to gauge the prospects for returns after an extremely positive 2017.

Comments

  • JC
    John C.
    7 February 2018 @ 11:34
    nice 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!!
  • MB
    Matthias B.
    18 January 2018 @ 19:59
    like listening to music, love his accent
  • MB
    Matthias B.
    18 January 2018 @ 19:58
    to listen to dr. Walker is like listening tu
  • Sv
    Sven v.
    11 January 2018 @ 13:34
    Great insights - would be very interesting to have a similar feature on frontier markets (Nigeria, Congo, Myanmar etc) as rarely discussed on RV
  • NA
    Nasser A.
    9 January 2018 @ 18:42
    No Saudi Arabia or Iran or Egypt
  • NR
    Nader R.
    9 January 2018 @ 00:07
    What is with these guys hair?
  • hg
    henry g.
    8 January 2018 @ 20:41
    Best 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.
  • MG
    Mohamed G.
    8 January 2018 @ 18:07
    Dear 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
    • AG
      Abhimanyu G.
      8 January 2018 @ 23:54
      While I can’t comment on the other speakers, Chris Wood is one of the most respected Asian Equity strategists around.
    • AG
      Aidan G.
      9 January 2018 @ 16:09
      Indeed, in addition, getting the local sell-side pitch would be of value

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