Thoughts on Egypt, China, and Taiwan with Vikram Aggarwal, plus highest conviction ideas across credit, rates, and FX

Vikram Aggarwal is an Investment Manager in the Fixed Income team at Jupiter Asset Management, focusing on sovereign and emerging market debt. He is the lead investment manager of Jupiter's sovereign bond mandate. In this episode he joins host Rizwan Mahmood to discuss his views on the army and signs of structural reform in Egypt, how to navigate possible escalations in China/Taiwan as an investor, and his highest conviction ideas across credit, rates, and FX.

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