Surveillance: EM Valuations Are Very Cheap, Memani Says
Bloomberg Surveillance
Bloomberg
4 • 1.1K Ratings
🗓️ 13 March 2019
⏱️ 32 minutes
🧾️ Download transcript
Summary
Raghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a "blow to the system". Brian Levitt, OppenheimerFunds Senior Investment Strategist, says he is starting to see stabilization in Chinese growth. Krishna Memani, OppenheimerFunds CIO, says EM investing is about companies rather than geographies. Laura Francis, Bloomberg Law Senior Legal Editor, says it's highly unlikely that the budget bill passes Congress. Christina Boris, OppenheimerFunds Client Research Head, says most of their clients are focused on long term investment.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:47.8 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.5 | Bloomberg. |
| 0:59.4 | My book of the summer, his name is Robin Raj and if you do not know him he is a nodding acquaintance with |
| 1:04.8 | India as their former RBI governor but also a dynamo at the University of |
| 1:09.8 | Chicago and I can't say enough about the third pillar. It's March and it's already my book of the summer. |
| 1:16.4 | Ragu, congratulations on the third pillar and throughout your book on community is a discussion of education seamlessly throughout 400 pages. |
| 1:27.0 | Let me cut to the chase. |
| 1:28.4 | Your Chicago is so elite, these parents out on the West Coast weren't even trying to get their kids into Professor |
| 1:35.9 | Rajan Chicago, they were looking at other lower schools like that one in Cambridge in Massachusetts |
| 1:42.1 | as well. |
| 1:43.0 | Rago, just simply your thoughts on the desperation to buy academics in America? |
| 1:50.0 | Well, this is very worrisome, right? |
| 1:53.0 | Because on the one hand, we already have a skewing of opportunities. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.