Quotes from the news wire:
It is clear that the administration's legitimacy of pro cyclical and overly expansive monetary and fiscal policy are over. A change is inevitable.
Found on Reuters 8 years ago
Mexico is one of the most mispriced assets out there, the central bank has handled the speculative attacks adeptly.
Found on Reuters 8 years ago
Brazil is in the depths of one of the worst crises arguably since the 1980s. The difference is that we can see a path out, it is clear that the administration's legitimacy of pro cyclical and overly expansive monetary and fiscal policy are over. A change is inevitable.
Found on Reuters 8 years ago
In Ukraine we could see a path forward for the country. They just needed some financial engineering to get though a liquidity crunch, venezuela is about solvency.
Found on Reuters 8 years ago
We have been out (of Argentina) for quite some time and even though we see probably some positive changes, we don't really see any value there, we are a little bit more in a 'show-me' phase and because valuations are not particularly cheap we are spending a lot more time on other countries.
Found on Reuters 8 years ago
The central bank has handled the speculative attacks adeptly.
Found on Reuters 8 years ago
We have invested in distressed debt and have gone through some tough restructurings, but I still don't feel comfortable enough to step into Venezuela.
Found on Reuters 8 years ago
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