“A” section continues to be must-read for EM/FM bond managers
Posted on April 18, 2011 at 17:24 PM EDT
The interplay because geopolitics and equity markets–especially when it comes to relatively under capitalized and illiquid developing markets–has been well documented this year against the backdrop of MENA social unrest. But when it comes to trading sovereign debt the importance of insightful political stability and transparency analysis becomes almost as integral a facet to assessing [...]
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