emerging market debt investors
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 14, 2023 by Thomas Haugaard · across every show →
Everything said about emerging market debt investors, oldest first
Dec 14, 2023 negative
Haugaard: Markets Overprice Improving Sovereigns by One to Two Rating Notches
“At the end of a positive rating story, we almost always found that the market is pricing one to two notches too much of a good story. So when credit risk is actually not going down anymore, there's a tendency for investors to stick with a good story for a litt…”