Emerging Markets’ Shifting Bottom Line
argues that many old assumptions about investing in emerging markets now need to be reconsidered.
Gene Frieda
Gene Frieda is an executive vice president and global strategist for PIMCO.
- Commentaries
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The Coming Financial Volatility
believes investors in risky asset markets should be more worried about monetary tightening.
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China’s Debt Termites
highlights the risk that local government liabilities pose to the Chinese economy.
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Belly-Up Brazil?
is worried that the country could end up like Venezuela, mired in stagflation.
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China’s Bad Dream
warns that rising debt levels are threatening China's long-term economic prospects.
