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21 November 2020 Emerging Markets

Ep. 38: Dirk Willer On Emerging Markets Rallying, EM Inflation And Latam Challenges

Bilal Hafeez Bilal Hafeez
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This episode is supported by private equity platform Moonfare.

In this show, I talk with Dr. Dirk Willer. He’s a Managing Director and Global Head of Emerging Markets FX and Fixed Income Strategy at Citigroup in NY. His research covers global emerging markets for FX, local rates, and credit. Dirk and his team have been ranked as the top team in the 2019 institutional investor survey for emerging markets strategy in FX and rates. Previously, Dirk worked at Omega Advisors and RHG Capital as a global macro strategist and at Swiss Bank as Russia strategist. He’s also recently published an excellent new book called “Trading Fixed Income and FX in Emerging Markets: A Practitioner′s Guide”. In this podcast we discuss:

How markets treated the US election like an EM election
Impact of Biden’s win on major EM
Why EM does well with the vaccine breakthroughs
Which EM will do best in post-COVID world
Will EM inflation pick up?
Can EM survive higher US rates?
Is China a good long-term buy?
Should we be worried about Brazil’s fiscal numbers?
How much does EM depend on global factors?
Trading rules for EM markets
Books that influenced Dirk: Market Wizards, The Great Escape: Health, Wealth, and the Origins of Inequality, Deaths of Despair and the Future of Capitalism

You can find Dirk’s latest book here.

Make sure to subscribe to the show on Apple, Spotify, YouTube, or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.

(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)

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