EM Insider – Ep.12: Bolsonaro’s power plays and a Martian’s market view
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Now is not the time to have full exposure to the emerging world, but there are opportunities for those willing to buy at the bottom. That’s according to our EM Insider, Raphael Kassin.
In the first podcast for 2021, the developing world debt specialists looks into the recent upheaval in Brazilian business caused by Jair Bolsonaro, as the president keeps one eye squarely on next year’s election.
He also runs the rule over Ecuador’s first round of elections and why a Martian would struggle to make sense of how the US 10-year is acting when it comes to emerging markets.
In the first podcast for 2021, the developing world debt specialists looks into the recent upheaval in Brazilian business caused by Jair Bolsonaro, as the president keeps one eye squarely on next year’s election.
He also runs the rule over Ecuador’s first round of elections and why a Martian would struggle to make sense of how the US 10-year is acting when it comes to emerging markets.
