This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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30 Nov 09
Dubai Debt Debacle Update
#Finance#Strategy Archive#Growth#Brazil#Mexico#Philippines#Debt Crisis#Asset Bubble#Dubai#United Arab Emirates#Credit Contagion#Leveraged Asset Pools
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
04 Jul 06
Emergingmarkets Aburstingbubble
#Turkey#Strategy Archive#US Economy#Liquidity#Growth Rate#Philippines#Hungary#Capital Costs#Foreign Capital Inflows#Asset Performance#Global Financial Market Sell-off#Emerging Market Equities
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
22 Mar 05
Riskappetiteandthegreatcarrytrade
#Russia#Turkey#Strategy Archive#Economy#Australia#Gold#Commodities#Liquidity#Financial markets#Risk Appetite#Philippines
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
11 May 04
Emerging Market Debt - The Interest Rate Cycle Update
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
01 Apr 04
Philippines - Poe Faced
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
27 Aug 02
Philippines - Stay Short Philippines Debt
#Asia#Elections#Strategy Archive#Economy#Fiscal Policy#Debt#Government#Peso#Taxation#Philippines#Arroyo Administration
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
27 Aug 02
Philippines - Stay Short Philippines Debt Update
#Asia#Elections#Strategy Archive#Economy#Fiscal Policy#Debt#Government#Peso#Taxation#Philippines#Arroyo Administration
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
20 May 02
EM Debt - Time To Go Short
#Turkey#Strategy Archive#Debt#Currencies#Interest Rates#Short Selling#Brazil#Mexico#Philippines#Housing Market#Consumer Confidence#FX Debt#Public Sector Debt#Tax Revenues#Political Instability
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
30 Oct 01
Emerging Markets - At The Crossroads
#Strategy Archive#Interest Rates#Argentina#Devaluation#Debt Default#Malaysia#Philippines#Government Borrowing#Banking Sector#German Banks#Risk-Adjusted Returns#US Banks#Spanish Banks#Industrials
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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