Bhanu Baweja - UBS
Last quote by Bhanu Baweja
But there's a pretty strong cap in oil prices and I think therefore now we will swing with inventories so there is a short-term risk that we get towards $45 and I don't think the markets are at all priced for that right now. Now with the marginal cost of production falling in the U.S. all the time as well it means that there is a cap and that cap is getting lower all the time – it used to be $70 and I think it is probably sub-$60 now.feedback
Bhanu Baweja has been quoted in 3 different articles. Most recently, Bhanu Baweja has been quoted saying, “If it's a dovish hike, EM could be seen as a buying opportunity. But if the Fed indicates a fairly conventional 'normalisation' path for rates and inflation expectations pick up, there's no doubt EM will take a hit.” in an article called RPT-Will U.S. rate increase expose emerging markets' 'sucker's rally'?. This is only one of 3 quotes from Bhanu Baweja. To see more examples Bhanu Baweja’s views and opinions, check out the section below. You can filter Bhanu Baweja's quotes by date and by topic to see, for example, what Bhanu Baweja said about Brazil recently and in the past.
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Quotes by Bhanu Baweja
Sep 12 2016
If it's a dovish hike, EM could be seen as a buying opportunity. But if the Fed indicates a fairly conventional 'normalisation' path for rates and inflation expectations pick up, there's no doubt EM will take a hit.feedback
Aug 18 2016
Emerging market equities are now up just under 12 percent on the year compared with 3.4 percent for developed markets. LatAm equities are the stand-out performers … Brazil alone has contributed to just over a third of the year-to-date rally.feedback
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