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Stuart Culverhouse, Chief Economist and Head of Fixed Income Research, and host Rizwan Mahmood discuss Ghana's recent external debt default and outline the policy missteps which led the country to announce a moratorium on its debt. Stuart shares his thoughts on how the 2030 World Bank guaranteed Eurobond will be treated in the restructuring, and if the G20 Common Framework is likely to be a success.
The Emerging Markets Podcast dives into a range of topics in the EM world including investment themes, debt restructuring, elections, and geopolitical tensions.
This podcast is provided for information purposes and represents the personal opinions of the speakers. It is not an offer or solicitation for investment in any securities, nor should it be regarded as investment advice. Tellimer Limited does not offer or provide personal advice and no mention of a particular security in this podcast constitutes a recommendation to buy, sell or hold that or any security, portfolio of securities, or enter any transaction or investment strategy. Nor is any such mention an indication that any investment is suitable for any specific person.