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Emerging Markets

There’s a reason emerging markets look cheap

August 22, 2020 by Jonathan Rochford

Emerging markets road sign

Emerging markets are cheaper than developed markets for good reason, with three recent examples highlighting commonly ignored risks.

Filed Under: Investment Tagged With: Asset Classes, Cheap Deals, Emerging Markets

Emerging Markets: Nothing New Under the Sun

September 3, 2018 by Jonathan Rochford

Emerging Markets

The events overtaking Argentina and Turkey in recent months are textbook cases of an emerging market crisis. This article reviews the build-up, the break-down, the responses and who else is at risk.

Filed Under: Debt Tagged With: Emerging Markets, Foreign Currency Debt

Emerging Market Debt: Dumb, Dumber and Dumbest

August 1, 2017 by Jonathan Rochford

Debit Card

One of the classic signs that the credit cycle is nearing the end is that borrowers that shouldn’t be getting financed not only get funded, but get it at terms that seem crazy.

Filed Under: Debt Tagged With: Debt, Emerging Markets

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