10 am New York / 3 pm London
Topics to Include:
Is the EM recovery in 2H at risk, e.g., from weaker stimulus in China?
How will EM assets deal with the looming start of Fed tightening?
How does one incorportate ESG and climate change in investment analysis?
Will high metals pricing continue to boost South African debt?
Will consensus long positions on Russia and Ukraine work?
How far is Turkey from the next mini crisis?
And much more
David Hauner (BofA Securities) – Moderator
Marcelo Carvalho (BNP Paribas)
Guillaume Fonkenell (Pharo Management)
Lupin Rahman (PIMCO)
Elna Moolman (Standard Bank)
Attendance is complimentary for EMTA Members / US$495 for Non-members.
This event is not open to the media, and is off the record.