Daniel Graña

7 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Sep 30, 2021 by Daniel Graña · said 1 times in 1 episodes since 2023 · across every show →

On the record as a speaker too: Daniel Graña's record, appearances and statements → this page counts the times other people say the name.

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Everything said about Daniel Graña, oldest first

Sep 30, 2021 neutral
Insight
Graña: Emerging market governance should be judged on progress, not Western standards
“I find that kind of silly and frustrating when people want to apply Scandinavian levels, types of corporate governance standards on emerging markets. We are emerging. I applaud companies when they make change. It's about so many times about the trajectory of c…”
Daniel Graña Sep 30, 2021 ▶ 30:49 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021 negative
Assertion Contradicted
Graña: Controlling Shareholder of First Mexican REIT Disappeared Post-IPO
“Shortly after the IPO, the controlling shareholder disappeared. He went on a horseback ride on his beach resort and never came back. And lo and behold, the company was also short of funds.”
Daniel Graña Sep 30, 2021 ▶ 7:35 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021 positive
Insight
Graña: Generational Successions in EM Firms Drive Better Governance and ROIC
“We've noticed that as the patriarch, the family patriarch of the family hands the reins over to the next generation, a lot of that next generation Are Western educated, are conversant in this language that we've just talked about. And so they will make changes…”
Daniel Graña Sep 30, 2021 ▶ 29:32 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021
Assertion Not checkable as stated
Graña: Countries suffering debt and currency crises rely on external savings
“You could look at the number of countries that have debt crises, bank crises, currency collapses. They have a lot of things in common. They required meaningful amount of external savings to balance the books.”
Daniel Graña Sep 30, 2021 ▶ 10:01 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021 negative
Disclosure
Graña: Bankers Will Execute Deals They Disbelieve In For Willing Buyers
“As a investment banker, we would sometimes put together a transaction That we didn't necessarily, at least I didn't necessarily believe in, but if the shareholders, if the market wanted to buy it, and that was the market caveat emptor, that was their decision.”
Daniel Graña Sep 30, 2021 ▶ 8:23 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021 neutral
Insight
Graña: Investors miss business potential when they aren't the target audience
“The lesson here is that sometimes you are not the target audience. Number one. And number two, sometimes you become the target audience as you change.”
Daniel Graña Sep 30, 2021 ▶ 48:56 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Sep 30, 2021
Insight
Graña: EM due diligence requires grassroots fieldwork, not conference meetings
“Due diligence isn't just about asking a treasurer or CFO or IR at a conference in New York. That's not sufficient due diligence. You need to travel to these countries, kick the tires, meet with competitors, meet with the supply chain, meet with former employee…”
Daniel Graña Sep 30, 2021 ▶ 35:20 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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