As the emerging-market debt asset class continues to evolve and expand, investors are increasingly looking for strategies that are dedicated to the segment of the market denominated in local (i.e., domestic) currencies versus hard/external currencies [i.e., the US dollar (USD) or euro]. Rationales range from diversification benefits and inflation ...
news and blogs
London Metal Exchange to launch yuan-denominated futures in sign of Chinese currency’s growing cachet
21 May 2018
top posts
small talk
Frontier Markets - unpackaged by Lazard - nice concise paper https://www.savvyinvestor.net/node/812640
"Once Forbidden Frontiers" - Mark Mobius on Investing in Formerly Closed Countries https://www.savvyinvestor.net/node/791944
Is Asia heading for a 1997-style crisis? Latest analysis from BBVA https://www.savvyinvestor.net/node/766125
Wow! An 8% fall this morning in China. Economist Roger Bootle says there's no reason to panic - https://www.savvyinvestor.net/node/737429
Can China's GDP be believed? https://www.savvyinvestor.net/node/730402
China's stock market is in crisis. But what are some of the risks and opportunities for investors? https://www.savvyinvestor.net/node/725358
2 papers on the (now rapidly deflating) China bubble https://www.savvyinvestor.net/search/articles-and-papers?keywords=%22china%20bubble%22
Interesting paper from Gavyn Davies of Fulcrum - China may join the unconventional monetary club - https://www.savvyinvestor.net/node/691759
How vulnerable are emerging markets to Fed rate hikes? Analysis from Commerzbank - https://www.savvyinvestor.net/node/672245
EMs have high levels of dollar-denominated debt - will this trigger the next financial accident? https://www.savvyinvestor.net/node/669866
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