THE EXPERTS ON LATIN AMERICA / ECONOMICS / POLITICS / MARKETS
Joined December 2015
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On May 21, a Turkish court ousted opposition leader Özgur Özel and reinstated the discredited Kılıçdaroğlu as CHP chairman. Borsa Istanbul dropped 6%, triggering a circuit breaker. Government bonds slid. The central bank intervened to defend the lira. usnews.com/news/world/articl…
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In Beyond the ESG Portfolio. How Wall Street Can Help Democracies Survive (McGraw-Hill) I document this pattern across Turkey, Russia, Venezuela, and Hungary: markets finance autocratic consolidation, absorb the shocks, and return — until the day they cannot.
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On April 28, Serbia raised €2.9bn in a multi-currency Eurobond — including a €900mn “Green” bond maturing in 2038. Investor demand exceeded €8bn. Markets were enthusiastic. javnidug.gov.rs/en
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In Beyond the ESG Portfolio. How Wall Street Can Help Democracies Survive (McGraw-Hill) I argue that without a democracy criterion, ESG is incomplete.
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Markets can — and do — finance authoritarian consolidation while believing they are doing good. a.co/d/gf5s4dI
#AddDofDemocracyToESG #DefundDictators #SerbiaProtests #WallStreetCanHelpDemocraciesSurvive
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Alberdi Partners retweeted
.@joseibano y Jorge Morgenstern (@raft) explican por qué la recompra de letras intransferibles ayuda a limpiar la hoja de balance del Banco Central y a corregir una de las herencias más pesadas de la macro argentina.
Mirá el programa completo: youtube.com/live/B_kBWONxu_4
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