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Archive for the Emerging Market Bonds Category

Putin’s Sell-Treasuries-for-BRICS Bonds Plan Has Limits – Bloomberg 09-26-14

Salient to Investors: Richard Segal at Jefferies Intl said Russia’s reserves are too large relative to emerging-market dollar bonds so it will be difficult for it to stop buying US, European and Japanese bonds. Luis Costa at Citigroup said Russia’s bond-diversification plan sounds like posturing as the size of its sovereign-wealth


Did you miss this foreign stocks boom? – MarketWatch 07-31-2104

Salient to Investors: Pundits calling for a huge decline in equities are either the absolutely certain types, who have stuck to their prediction for years, and the less media-savvy academics and heads of research at big investment firms who see a decline but after the market goes higher. The last