The IMF Spring Meetings of the International Monetary Fund in Washington hosts events for emerging market investors. Our senior fund manager Felix Dornaus was there & reports on his most important impressions.
Oil production, state crisis, costly restructuring: Venezuela is in crisis. What’s next? Our analysts Christian Gaier & Felix Dornaus provide the answers.
The BBVA Latin American Local Markets Conference in London gave Christian Gaier, senior fund manager of government bonds of emerging markets, the chance to talk to local Latin American representatives. In our blog he shares some of the insights he gained and the narratives that may affect 2018.
Venezuela is in a difficult situation. Hyperinflation describes the economic environment best. For 2017, the IMF estimates a consumer price inflation of 650% y/y, and for 2018, the estimate is 2,300%.