The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

2statements match

2resolved → 0open claims → 1supported → 0contradicted →

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported

Haugaard: Top 10 Countries Make Up 42% of EMBI vs. 86% of GBI-EM

“I think if you take the top 10 countries in the MB, the hard currency index, they constitute around 42% of the total index. If you take top 10 names in the local currency index, it's around 86% of the index.”

Thomas Haugaard Dec 14, 2023 ▶ 9:34 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

Assertion Partly supported

Haugaard: China Constitutes Only 4.5% of the Hard Currency EMBI Benchmark

“In the hard currency investment universe, and in the MB, there's probably around 4.5%. So China is a much smaller part than it is in most asset classes”

Thomas Haugaard Dec 14, 2023 ▶ 10:42 Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)

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The Ledger

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