Macro Hive Conversations With Bilal Hafeez cover image

Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

Macro Hive Conversations With Bilal Hafeez

00:00

The Importance of Patient Capital in the Ukraine Restructuring

I wouldn't be surprised if it happens relatively swiftly because re-accessing the capital markets in a period of reconstruction will be really important. Having a reliable risk-free rate for all the investment in FDI that will come into Ukraine on the other side of war becomes important. China is challenging, particularly when you can't more than the cities around property rights and bonds are collecting the property rights. So to make a big macro call and say, hey, we like China, it's really cheap? I think it is really challenging for a very long time.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app