3min chapter

The Emerging Markets Podcast by Tellimer cover image

EM H2 credit outlook with Romain Bordenave at Edmond de Rothschild, with thoughts on Ecuador, Ghana, and Nigeria

The Emerging Markets Podcast by Tellimer

CHAPTER

Ghana: A Good Opportunity to Take Profits

The Republic of Ghana defaulted on its sovereign debt which we mainly attribute to persistent poor policies. Despite this, the telomev view has been constructive on Ghana for some time. We saw Ghana as a pure value play. The bonds were trading well below our base recovery values and since then have absolutely rocketed.

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