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Ep. 15: Raphael Kassin

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Raphael Kassin, head of EMD hard currency at Itau, joins the Mistakes Were Made pod. He explains why you're not really an emerging market debt investor until you have experienced your first default. While many managers will be going through this for the first time with the Chinese debt and Evergrande crises, Kassin earned his spurs in 2001 during the Argentina default, a mistake he recounts in this episode.
28 Oct 2021 English South Africa Investing · Business News

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