IFR - Outlook for Global Emerging Market Debt in 2012
Tweets and highlights of a one-day conference in London
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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
Putin says Russia will follow up fast after Ukraine call with Biden
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