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.
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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...
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