Dirk Willer, a managing director and global head of emerging market strategy at Citi and co-author of Trading Fixed Income and FX in Emerging Markets: A Practitioner's Guide, discusses the outlook emerging market economies amid the rollout of the Covid-19 vaccine, what to expect from China, and his guide to trading foreign exchange.
The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.
Topics discussed:
2:23 – What’s been going on in emerging markets?
4:15 – Countries in Dirk’s preview of emerging markets
4:58 – Current themes: what impact will the Covid-19 vaccine have on emerging markets
8:04 – South Africa
9:37 – China
13:33 – Preferred currency for this year
14:53 – How Dirk started covering Russia
16:14 – Inflation and Brazil
18:48 – Which countries Dirk is most optimistic and cautious about
20:47 – Dirk talks about his book, Trading Fixed Income and FX in Emerging Markets: A Practitioner's Guide
22:35 – FX portion of Dirk’s book
26:13 – How Covid-19 affected writing the book
28:04 – Ray of sunshine question
29:42 – NASA question
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