Today’s Talk Your Book is brought to you by VanEck:
On today’s show, we discuss:
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Why emerging market bonds now have lower volatility and higher carry than Treasuries
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How the absence of fiscal dominance has made emerging market debt less risky
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Why central banks are quietly buying Asian local currency bonds as reserve assets
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The case for not hedging currency risk in emerging market bonds
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Why geopolitical tensions and higher oil prices are boom times for commodity exporters
Listen here:
https://podcasts.thecompoundnews.com/show/animalspirits/
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