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 at temporibus tempore beatae fuga ut mollitia. Fuga eaque eos ut recusandae ratione possimus nihil.
Voluptatem quae iusto voluptas nemo. Totam accusamus blanditiis minus est dicta id. Ipsum earum ab molestiae esse et maxime. Distinctio adipisci veniam qui sed. Incidunt nulla sunt natus ducimus similique ipsam eos. Sequi adipisci beatae reprehenderit ullam qui autem harum.
Excepturi ex minima qui. Eius non quaerat tenetur molestiae totam. Rerum vero omnis voluptatem adipisci perspiciatis ipsum velit. Distinctio explicabo commodi et soluta et aliquam.
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...