Last quote by James Barrineau
If this administration can deliver better growth, the prospects for structural improvements will increase greatly. While some positive results have been priced in, the longer term benefits of stronger congressional support have not been. Argentina is our biggest overweight in dollar bonds for emerging markets.feedback
Sep 03 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which James Barrineau is associated, including February, November, and dollar. Most recently, James Barrineau has been quoted saying: “This is a very South Africa-specific story in terms of its unique political dynamics. We expect some forced selling of South Africa from funds that can hold only investment-grade rated credits; however much of this was anticipated by the markets and occurred immediately following the news that Gordhan would be out.” in the article Why South Africa’s slide to 'junk' remains a local story rather than a global one.
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Quotes by James Barrineau
Apr 16 2017
This is a very South Africa-specific story in terms of its unique political dynamics. We expect some forced selling of South Africa from funds that can hold only investment-grade rated credits; however much of this was anticipated by the markets and occurred immediately following the news that Gordhan would be out.feedback
Feb 03 2017
We've gone from an outright short late last year to an overweight position relative to the index, just because there's a lot of bad news priced in. The real exchange rate is very, very cheap relative to history, and at this point, the bond yields are competitive with the higher yielding countries in EM.feedback
Jan 28 2017
That would keep the dollar roughly stable, and as we saw in 2016 from February to November, a stable dollar is very good for EM currencies.feedback
Jan 28 2017
While most people think that Trump trade policy will be negative for emerging markets, that is not at all clear. If the policies are perceived to be contractionary to growth, they could weaken the dollar – and that is a positive for emerging markets. It could also speed EM to EM trade deals as an alternative to a protectionist U.S., which could be beneficial over the longer term. In short, it is way too early to call them unambiguously negative.feedback
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