IFR - Outlook for Global Emerging Market Debt in 2012
Tweets and highlights of a one-day conference in London
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More than 200 top executives, strategists and researchers in EM DCM are scheduled to attend. The agenda covers sovereign (10:15), domestic (10:45) and corporate issuance (11:45), and syndicated loans (12:15) with a deeper focus on geographic regions in the afternoon. -
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RT @jgmastrini: Booth: Greece has no chance to get its fiscal programme where it needs to be.by CapitalCityIFR via twitter 9/27/2011 8:36:36 AM
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RT @jgmastrini: Booth: Breakup of the Euro "very unlikely"...Politically unacceptable. #IFR-EMby CapitalCityIFR via twitter 9/27/2011 8:38:44 AM
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Booth: We are now in a different world where we can think about risk in a different way.by CapitalCityIFR via twitter 9/27/2011 8:46:48 AM
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Booth: The phenomenon of deleveraging leaves emerging markets as beneficiaries. #IFR-EMby CapitalCityIFR via twitter 9/27/2011 8:47:42 AM
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#IFR-EM: Panel on the macro outlook has begun with Peter Attard Montalto of Nomura.by CapitalCityIFR via twitter 9/27/2011 8:55:29 AM
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Benoit Anne of Societe Generale: Right now expecting a big move out of emerging markets. "Risk of sharp currency depreciation" #IFR-EMby CapitalCityIFR via twitter 9/27/2011 8:57:42 AM
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Thierry Apoteker of T-A-C Financial: Emerging markets... very few can stay immune... what are the key channels of transmission? #IFR-EMby CapitalCityIFR via twitter 9/27/2011 9:00:46 AM
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Jonathan Fenby of Trusted Sources: The world has not worked out how to deal with China and its impact on global systems.by CapitalCityIFR via twitter 9/27/2011 9:04:04 AM
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Fenby: China is still a Communist country... the people who still matter are the 9 men atop the party with amazing heads of hair.by CapitalCityIFR via twitter 9/27/2011 9:05:26 AM
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Fenby: Their bottom line is to keep the Communist party in power.by CapitalCityIFR via twitter 9/27/2011 9:06:19 AM
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Fenby: In understanding China you have to start from inside. Risk factor is that the Communist Party runs its own rule of law.by CapitalCityIFR via twitter 9/27/2011 9:07:54 AM
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Fenby: If investing in China, invest in Hong Kong, not Shanghai.by CapitalCityIFR via twitter 9/27/2011 9:08:36 AM
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#IFR-EM Apoteker: Transmission risk adds to ex ante vulnerability. Cites Poland, Vietnam, Russia.by CapitalCityIFR via twitter 9/27/2011 9:14:08 AM
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Apoteker: The crisis has acted as a trigger for a long overdue EM correction. Strong correlation--carry trades and loss of competitiveness.by CapitalCityIFR via twitter 9/27/2011 9:17:17 AM
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RT @matthewjdavies: At least they've got some, Jonathan MT @CapitalCityIFR: Fenby: China... people atop the party with amazing heads of hairby CapitalCityIFR via twitter 9/27/2011 9:18:43 AM
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Montalto: People taking very particular trades in EM (getting very close to policies on the ground). Likes South Korea, Chile, Czech Rep.by CapitalCityIFR via twitter 9/27/2011 9:21:19 AM
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Benoit Anne of Soc Gen: Asian currencies are mis-priced, including the reminbi. No way China is immune to the crisis. Likes Turkish lira.by CapitalCityIFR via twitter 9/27/2011 9:22:54 AM
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@jgmastrini hosting IFR's first ever live blog - at the IFR emerging markets conference. Ashmore's Booth speaking now ow.lyby matthewjdavies via twitter 9/27/2011 9:24:06 AM -
RT @matthewjdavies: At least they've got some, Jonathan MT @CapitalCityIFR: Fenby: China ... people atop the party with amazing heads of ...by CapitalCityIFR via twitter 9/27/2011 9:26:59 AM
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Timoth Ash, RBS Head of EM Research sees Emerging Europe largely avoiding problems of peripheral Europe. #IFR-EMby CapitalCityIFR via twitter 9/27/2011 9:37:54 AM
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Ash: "I don't see a huge increase in financing costs (in emerging Europe)".by CapitalCityIFR via twitter 9/27/2011 9:38:47 AM
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Daniel Hewitt, Sr EM EMEA economist... (Beyond exotics) it is really the macro world we have to worry about. #IFR-EMby CapitalCityIFR via twitter 9/27/2011 9:40:32 AM
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Hewitt is from Barclays Capital.by CapitalCityIFR via twitter 9/27/2011 9:41:10 AM
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Hewitt: After Greece, Europe will have lots of trouble getting people to buy the bonds of other countries.by CapitalCityIFR via twitter 9/27/2011 9:44:13 AM
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Hewitt: If Greece defaults there will be five or six months with no (sovereign) issuance (in peripheral countries).by CapitalCityIFR via twitter 9/27/2011 9:45:23 AM
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Niedringhaus: Investors in Russia not willing to take on FX risk and overlay credit risk.by CapitalCityIFR via twitter 9/27/2011 10:06:25 AM
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Niedringhaus: People would welcome a big liquid internationally open investment vehicle (in Russia).by CapitalCityIFR via twitter 9/27/2011 10:08:11 AM
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Next up at the Glasto equivalent for Emerging Market debt investors #IFR-EM 2011: Corporate bond issuance for 2012by CapitalCityIFR via twitter 9/27/2011 10:47:09 AM
Turkey says ready to discuss issues with U.S. without threats
ANKARA Turkey is ready to discuss its ongoing issues with the United States as long as there are no threats, Foreign Minister Mevlut Cavusoglu said on Wednesday, amid a widening dispute between the NATO allies that has sent the Turkish currency plunging.