Discover and read the best of Twitter Threads about #ARCPolak
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Starting now @IMFNews the 20th #ARCPOLAK research conference on #debt. Full program and papers here:
imf.org/en/News/Semina…
imf.org/en/News/Semina…
First paper by Christoph Trebesch @kielinstitute (joint work with @carmenmreinhart and Sebastian Horn) with new insights and data on Chinese global lending. Data available here: sites.google.com/site/christoph…
Second presentation by @MarkLJWright on deception and self deception in sovereign debt statistics. Nice example of Italy debt reduction in 2002 by almost 2% of GDP, swapping low-face high-coupon with high-face/low-coupon debt @upanizza
"Such carry trades have been a source of support for EM currencies" ft.com/content/af31b7… @ft ... carry trades bis.org/publ/work510.p… @BIS_org #EmergingMarkets "comprehensive database that combines bond issuance data with firm-level balance sheet data"
"non-financial firms that exploit favourable global financing conditions to issue US dollar bonds and build cash balances are also those whose share price is most vulnerable to local currency depreciation" papers.ssrn.com/sol3/papers.cf… #LiabilityDollarisation
