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Zav Corin Profile picture
Zav Corin
@zav999
Trad-Ed, Choice-Friday-ed, PM-ed, Partner-ed, EuroHedge-Ed, Proud Father-ing, Cycl-ing, Ski-ing, Chamifi-ed, BREXIT-Ed, RegTech-ing, EM watch-ing, lov-ing it
Marcio Del Valle Profile picture 1 subscribed
Jan 3, 2022 • 19 tweets • 4 min read
Thread... ( sorry no idea how to thread reply ) @TheStalwart @tracyalloway 1/n Just finished listening, need a 2nd listen but few things made me jump off my exercise bike...
1. rule #1 in finance is if has not been done before, it is probably because it does not work
2.Turkey never had real rates of 20% pre 2012 be it ex ante or ex post / fx adjusted
Nov 10, 2021 • 23 tweets • 5 min read
1/xx This is the KEY problem for EM...

Thread... 2/xx The EM "Miracle" /decoupling from 2008-13 was based on 2 factors
a. the relative quality of EM's balance sheet after the GFC
b. China's demographics bringing workforce to manufacturing sector, exporting cheap labour vs buying ginormous amounts of commods from.. other EM