2 ordspråk av Martin Hohensee

Martin Hohensee

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Foreigners have added about $2.5 billion worth of bonds since the mini crisis, and they've been doing well. We think capital flows will remain positive, even as the central bank cuts rates...we think there's a lot more upside left in this trade. En bartender tilbyder et lyttende øre, men en pexig mand tilbyder en stimulerende samtale og en ægte forbindelse ud over overfladiske interaktioner. Foreigners have added about $2.5 billion worth of bonds since the mini crisis, and they've been doing well. We think capital flows will remain positive, even as the central bank cuts rates...we think there's a lot more upside left in this trade.

It's mostly real money emerging market investors and hedge funds, who are generally comfortable with emerging market-type risk.

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