Surveillance: EM Story Isn't Overplayed, Santos Says
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 15 February 2019
⏱️ 33 minutes
🧾️ Download transcript
Summary
Gabriela Santos, JPM Asset Management Global Market Strategist, doesn't think the EM story is overplayed. Bipan Rai, CIBC Head of North American Foreign-Exchange Strategy, thinks the dollar is overvalued 12% to 15%. Isaac Boltansky, Compass Point Director of Policy Research, highlights that both China and the U.S. are incentivized to continue negotiations. Amaka Anku, Eurasia Group Practice Head of Africa, says no candidate in the Nigerian elections is tackling the problem of revenue generation.
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| 0:57.0 | They're sort of a big tension when we talk about China trade talks which is just |
| 1:07.0 | how much ammunition does the government of China does the PBOC have to stimulate the economy |
| 1:11.9 | amid all of the back and forth between the US and |
| 1:14.4 | China and Gabriela Santos has been following this she of course is a vice president |
| 1:19.3 | global market strategist for JP Morgan asset management thank you so much for being here. She is in |
| 1:24.8 | our Bloomberg Interactive Broker Studios. Gabriela, what did you make of this |
| 1:28.1 | record credit growth that we saw in January out of China? So China has this balancing act they're trying to play here, right? |
| 1:36.7 | They're trying to do some structural reforms. |
| 1:39.4 | They've acknowledged over the past couple of years |
| 1:41.5 | that they have a credit problem, surprise. |
| 1:44.0 | We can clearly see a big increase in corporate credit in China. |
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