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Emerging Markets

Discussion List

  • Weston Nakamura
    Exchange Week Ahead (Video + Calendar) Mon Aug 2 - Fri Aug 6
    https://vimeo.com/581862755Week Ahead: Mon Aug 2- Fri Aug 6 US Debt Ceiling reinstated yesterday (Sun), US Treasury Dept starts using extraordinary measures Final week of Tokyo Olympics (Closing Ceremony Sun, Tokyo Paralympics following) Monday August 02 (Holidays: Canada) •  China Caixin Manufacturing PMI  JUL • Japan Consumer Confidence   • Germany: Institutional Funds (Spezialfonds) law allowing for up to 20% allocation to crypto in effect Tuesday August 03  •  🏦🇦🇺 RBA Policy Decisio…
    Weston Nakamura 1 view 5 comments Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Daily Briefing Exchange After Hours w/ Jack & Weston (Wed Jul 28 2021)
    https://vimeo.com/580500005Thank you all for your questions from the Exchange  @Bill T @Tamim Sultan @Muddshir Hussain !  Jack and I discuss BTC, BTC & crypto scene in Japan, a taste of the next episode of Exchanging Lanes with @Brad S and disruptions in the Brad Breakfast Index - explained via @Jack Farley on RV Live w/ Shawn Hackett on coffee futures from yesterday.   Trade Idea posts (open & closing) ↓  (July 6) LONG “Capitalism” / SHORT “…with Chinese characteristics” (July 27)…
    Weston Nakamura 2 views 14 comments Most recent by Alex Newman Real Vision
  • sam_c
    Cool post on the Chinese Remnibi
    Interesting read on the Chinese currency  https://chinapower.csis.org/china-renminbi-rmb-internationalization/ Comes with a nice visualization.     
    sam_c 3 views 4 comments Most recent by wissam_a Real Vision
  • Weston Nakamura
    EXCHANGE PORTFOLIO Q1 CONFERENCE CALL + 📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE
    Forget earnings season, this is the only “conference call” you need to pay attention to. The Real Vision Exchange Q12021 Portfolio Review with @Weston Nakamura and @Moritz Heiden  https://vimeo.com/537484193and of course, don’t forget the latest issue of Inside the Hive Mind of the Real Vision Exchange for the month (2 PDF links below)!  CLICK HERE FOR THE EXCHANGE PORTFOLIO Q1 2021 REVIEW CONFERENCE CALL SLIDES 📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE REPORT DOWNLOAD REPORT PDF …
    Weston Nakamura 11 views 23 comments Most recent by Greg BotNem Real Vision
  • sam_c
    There are now security tags around meat in Brazilian supermarkets. Is this what inflation does?
      this is basically a 15 USD piece.. https://twitter.com/mateusalp/status/1371973347832176643?s=20 https://br.noticias.yahoo.com/carne-com-alarme-antifurto-viraliza-na-internet-150133567.html   Not sure if true but some person on twitter claims you can pay your meat in different chunks, basically a type of credit (called parcelar in BR).  4 days ago I noticed how the real had lost 50% of its value (vs the USD) in 3 years time. Wild stuff.      https://www.economist.com/big-mac-i…
    sam_c 1 view 3 comments Most recent by John Ahearn Real Vision
  • sam_c
    Content Request, Can RV do a video/interview on the ECO currency (proposed common currency of a b...
    I wonder what the state of affairs is with the decoupling of the CFA currency and creating the common African currency.   Like, I had no Idea France controlled the central banks is Africa like this:    On 20 May 2020, the Council of Ministers of the French Republic adopted a bill according to which the Central Bank of West African States, the central bank managing the currency of the eight nations of the West African Economic and Monetary Union which use the West African CFA franc, will no lo…
    sam_c 1 view 1 comment Most recent by lacy_b Real Vision
  • Arvind Hoskote
    Hi all, Have been lurking around for a bit on the exchange enjoying some of ideas floating around...
    Hi all, Have been lurking around for a bit on the exchange enjoying some of ideas floating around. Decided to finally tap into this vast pool of experience. I am a novice institutional EMFX option trader seeking some guidance from experienced institutional options traders around. If you can help or know someone who can, please do let me know.
    Question Arvind Hoskote 1 view 0 comments Started by Arvind Hoskote Real Vision
  • liam_g
    Synthetic equities in Defi to access frontier markets?
    Curious on the Hive's thoughts/experience with synthetic stocks in DeFi? I'm thinking of DApps like Mirror.  * Can/do we really understand the risks of synthetic stocks on blockchains (operational/tech/tracking risk/oracles/game theory/arbs)? * Should these derivatives be discounted to the "real" stocks?   * Could these synthetics be used to gain access to frontier markets? 
    liam_g 1 view 3 comments Most recent by christian_p Real Vision
  • Weston Nakamura
    ‘20 RV Exchange Portfolio Modeled WITHOUT BTC
    In the comments under my post of Inside the Hive Mind issue 01,@Christopher Moir  asked @Moritz Heiden  to model the Exchange Portfolio ex-BTC (given BTC’s overweighting + outperformance). Moritz’s  “running back to the lab” and producing results + super comprehensive and insightful analysis & commentary  “in response“ (purely voluntary, institutional-grade work with a few hours turnaround time on a weekend prompted by one person’s expressed curiosity) is a) why Moritz is 2020 Financial Exp…
    Weston Nakamura 4 views 3 comments Most recent by Moritz Heiden Real Vision
  • Weston Nakamura
    The Aftermath (Replay): Millennial & Gen-Z Explore Geopolitics
    Day 2: John Fadool & Weston Nakamura China Under Biden Administration, and The Coming Avalanche of Central Bank Gold Sell Flows @John Fadool  - Geopolitical Risk Expert jfgeopolitics.com @Weston Nakamura -  Manager, The Real Vision Exchange   Fresh off the heels of President-elect Biden officially unveiling his cabinet picks, John & Weston discuss US-China relations under a new/(old) administration. John explains his bearish gold thesis from EM central banks' forced selling.    ht…
    Weston Nakamura 2 views 6 comments Most recent by jaymes_r Real Vision
  • toby_p
    In the attached PDF I look at:- Loan delinquency rates.- COVID cases in developed and emerging ma
    In the attached PDF I look at: - Loan delinquency rates. - COVID cases in developed and emerging markets. - Google Mobility across continents and at city level (Retail, public transport, workplace, residential). - Foot traffic across industry. - Traffic data. - CityMapper and Open Table restaurant bookings. - Unemployment and FRED data, including advanced retail and the recession probability index.
    toby_p 1 view 1 comment Most recent by Rupert The Bear Real Vision
  • toby_p
    Lots of discussion recently about India and the growth in digitisation etc. Can anyone recommend ...
    Lots of discussion recently about India and the growth in digitisation etc. Can anyone recommend a specific ETF or companies that are prominent in the space who are worth monitoring/researching? Thanks
    Question toby_p 1 view 0 comments Started by toby_p Real Vision
  • toby_p
    Development aid and the case for resilience bonds in emerging markets. In the attached PDF I look
    Development aid and the case for resilience bonds in emerging markets. In the attached PDF I look at how development aid is being distributed in emerging and frontier markets. I discuss how, through resilience bonds, sovereign risk can be transferred to the (re)insurance/capital markets and offer investors a diversified instrument with stable yields.
    toby_p 1 view 0 comments Started by toby_p Real Vision
  • toby_p
    Really interesting article on debt relief in developing countries:Kevin Watkins of Save the Chil
    Really interesting article on debt relief in developing countries: https://www.imf.org/external/pubs/ft/fandd/2020/08/debt-relief-for-the-poorest-kevin-watkins.htm Kevin Watkins of Save the Children UK writes that converting debt liabilities into investments that protect children is good economics and an ethical imperative.
    toby_p 1 view 0 comments Started by toby_p Real Vision