Fri Mar 5, 2010 17:25 GMT |
In this week’s podcast Mark Schaltuper (Head of Latin America Analysis) and Terry Alexander (Head of Country Risk and Financial Markets) discuss the return of risk appetite to global markets. Assessing recent moves and a stronger-than-expected bounce in developed markets’ equities, we explore potential opportunities and the implications for emerging markets.

Standard Podcast [12:46m]:
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Tags: Dow Jones, emerging markets, equity rally, GBP, Ghana, INR, JPY, korea, KRW, Market Sentiment, mexico, MXN, Nigeria, peso, Risk Appetite, rupee, USD, won, yen
Posted in: Currencies, Equities, Financials, General, Podcast, US
Thu Aug 21, 2008 16:06 GMT |
One of the currencies that I am watching most closely right now is the Korean won. Currently trading around KRW1,050/US$, I see the risk of an extended fall to KRW1,200/US$, or even beyond. The currency has been suffering all year, due to trade deficits derived from high oil prices, and massive selling of Korean shares… [Read more]
Tags: collapse, currency, intervention, korea, won
Posted in: Asia, Currencies, General