Macro Hive Conversations With Bilal Hafeez
Ep. 215: Nick Rohatyn on How to Navigate Emerging Markets Investing
May 10, 2024
Nick Rohatyn, CEO of The Rohatyn Group, discusses pivotal moments in emerging markets, impact of low rates and rise of China, importance of local knowledge, and more. Topics include Brady bonds, Global Financial Crisis, and investment prospects in India.
51:02
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Quick takeaways
- Nick Rohatyn stresses the pivotal role of local knowledge in navigating emerging markets.
- Understanding historical crises' impacts is crucial for managing risks in public and private markets.
Deep dives
Nick Rotten's Background and Career Journey
Nick Rotten, CEO of the Rotten Group (TRG), discusses his career journey, starting with his early years at Brown University. Despite initial academic dissatisfaction, Rotten leveraged his family's success and idealistic influences to navigate towards finance, accidentally landing a job at JPMorgan. His diverse roles at JPMorgan exposed him to various markets, eventually leading to his focus on emerging markets.
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