Podknife - Surveillance: EM Story Isn't Overplayed, Santos Says by Bloomberg Surveillance

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Surveillance: EM Story Isn't Overplayed, Santos Says

Podcast |: Bloomberg Surveillance
Publisher |: Bloomberg
Media Type |: audio
Podknife tags |: Business,; Business News,; Economics,; Interview,; Investing,; Stock Market
Categories Via RSS |: Business,; Business News,; News
Publication Date |: Feb 15, 2019
Episode Duration |: 00:30:10

Gabriela Santos, JPM Asset Management Global Market Strategist, doesn't think the EM story is overplayed. Bipan Rai, CIBC Head of North American Foreign-Exchange Strategy, thinks the dollar is overvalued 12% to 15%. Isaac Boltansky, Compass Point Director of Policy Research, highlights that both China and the U.S. are incentivized to continue negotiations. Amaka Anku, Eurasia Group Practice Head of Africa, says no candidate in the Nigerian elections is tackling the problem of revenue generation.

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