'If Xi told Putin to stand down, I'd go all in on local Chinese debt'
PODCAST: Raphael Kassin and Citywire’s Krystle Higgins discuss what it would take for him to reinvest in Chinese debt, and why he will never back the euro.
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PODCAST: Raphael Kassin and Citywire’s Krystle Higgins discuss what it would take for him to reinvest in Chinese debt, and why he will never back the euro.
The prospect of U.S. interest rates climbing to levels last seen in the run-up to the global financial crisis has cast a fresh pall over emerging economies that have battled to recover from COVID, grappled with rampant inflation and faced capital flight.
The emerging nation was ‘a trainwreck waiting to happen’, according to Itaú’s emerging market debt expert, Raphael Kassin.
PODCAST: Russia’s invasion has inverted a lot of long-held ideas about investing in the emerging world. Raphael Kassin takes a closer look.
The major Latin American asset manager has hired Scott Grimberg to launch its emerging market fixed-income fund.