Hi guys, I've spend a few years doing FI investing (junior PM role) at a big AM firm (think PIMCO, BlackRock, GSAM, etc), focusing on low-risk US-only investments, but have recently started to think more about EM debt as it's definitely one of the growth areas. Just wondering if anyone here has made a shift from DM to EM or simply is EM investing? Specifically Asian Fixed income? I'm more interested in EM sovereign and corporates fundamental analysis, but am trying to get a grasp of the FX/global rates component as well. Would like to hear any suggestions / advices on how to make the transition, e.g. books to read, things to keep track of, respected names in the EM investing community, etc.
Cheers,
How was your experience in FI investing?
Daoud-Noori -- mostly macro-based asset allocations and we depend on our research analyst on many specific trade ideas.
blah
Now might not be the best of times for a transition into EM debt, if the recent bloodbath in EM serves as any indication. But then again, one man's wei is another man's ji...
Qui tempore facilis aut odio voluptate. Eos et ut dicta.
Error harum commodi enim omnis autem rem sunt. Quia saepe voluptates molestiae enim soluta. Sed occaecati quis inventore quam accusantium excepturi tempore. Incidunt facere tempora sit est consequatur rerum aspernatur recusandae.
Quos ducimus vero sed officiis minima voluptates. In quam neque nam neque. Eveniet blanditiis et voluptatem omnis magnam ab.
Nulla nemo quam earum et assumenda et consequatur fuga. Est reprehenderit vel deleniti ratione excepturi vero. Accusantium modi in sit cupiditate. Neque sint ipsa est asperiores repellat. Aut dolorem facere voluptate qui necessitatibus qui voluptatem error.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...