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Το περιεχόμενο παρέχεται από το Emso Asset Management. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emso Asset Management ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
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2023 Outlook - CEEMEA
Manage episode 356638182 series 3453270
Το περιεχόμενο παρέχεται από το Emso Asset Management. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emso Asset Management ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
EMSO TALKS: In part one of this episode of Emso Talks, Ivailo Vesselinov, Chief Strategist, speaks with Ben Sarano, Portfolio Manager, regarding the outlook for CEEMEA, focusing on Turkey, Poland, and South Africa.
35 επεισόδια
Manage episode 356638182 series 3453270
Το περιεχόμενο παρέχεται από το Emso Asset Management. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emso Asset Management ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
EMSO TALKS: In part one of this episode of Emso Talks, Ivailo Vesselinov, Chief Strategist, speaks with Ben Sarano, Portfolio Manager, regarding the outlook for CEEMEA, focusing on Turkey, Poland, and South Africa.
35 επεισόδια
Όλα τα επεισόδια
×Send us a text EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast.
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 11th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt , for the 10th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 9th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Join Bret Rosen, senior economist and strategist for Latin America at Emso, as he shares insights from his recent visit to Brazil in this episode of the Emso Talks Podcast. Bret delves into Brazil's central bank's monetary policy, the fiscal situation, macroeconomic trends, and political dynamics.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 8th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text This episode of Emso Talks delves into Mexico's upcoming presidential elections, central bank policies, the impact of nearshoring, and the dynamics of the Mexican peso. Bret Rosen, a senior economist and strategist for Latin America at Emso, shares insights from a recent trip to Mexico, analyzing political trends, economic strategies, and investment opportunities ahead of the June 2024 elections.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 7th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 6th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 5th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 4th episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 3rd episode of ‘Fika with Jens’ for an update on recent macro developments both in the US and abroad as well as insight on upcoming events that he is closely monitoring.…
Send us a text EMSO TALKS: In this episode of Emso Talks, Emso’s Head of Research, Patrick Esteruelas, recaps his takeaways from the recent International Monetary Fund (IMF) meetings which were held in Washington D.C. in mid-April. The IMF meetings have historically served as a good platform to assess the pulse of the market, and while the there was certainly less pessimism present than at the October 2022 meetings, there was a perceptible lack of conviction on the path ahead with mixed implications for EM.…
Send us a text EMSO TALKS: In this episode of Emso Talks, Latam Strategist and Economist, Bret Rosen, covers the impact that nearshoring is having on the Mexican economy as well as the recent and sharp increase in remittances and the upcoming election in 2024.
Send us a text EMSO TALKS: Fika; /ˈfiːkə/; noun: (Swedish custom) a break from activity during which people drink coffee, eat cakes or other light snacks, and relax with others. Join Co-CIO, Jens Nystedt, for the 2nd episode of ‘Fika with Jens’ for an update on the recent volatile market developments and insight on upcoming events that he is closely following.…
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