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emerging market bonds

3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Oct 10, 2022 by Louis-Vincent Gave · across every show →

Everything said about emerging market bonds, oldest first

Oct 10, 2022 bullish
Prediction Partly held up
Gave: Asian currencies and EM bonds will revalue against Western debt
“I think the next coming years, we're now entering a cycle of revaluation of Asian currencies, revaluation of emerging market bonds relative to those of the Western world. I think it started, and I think very few people are positioned for it.”
Louis-Vincent Gave Oct 10, 2022 ▶ 17:42 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 10, 2022 bullish
Insight
Gave: Energy and emerging market bonds are the new anti-fragile portfolio assets
“The new two anti-fragile assets are one energy and the other is emerging market bonds.”
Louis-Vincent Gave Oct 10, 2022 ▶ 13:22 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
Oct 10, 2022 positive
Assertion Contradicted
Gave: First Fed tightening cycle where EM bonds outperform US Treasuries
“This is the first Fed tightening cycle in my lifetime where emerging market bonds are crushing U.S. Treasuries, German bonds, JGBs.”
Louis-Vincent Gave Oct 10, 2022 ▶ 15:39 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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