Strategy Note /
GlobalWhat clients in New York are thinking – trip report
Sovereign risks in Egypt, Kenya, Tunisia and Pakistan were top of mind, as well as restructurings in Sri Lanka & Zambia
Frontier and smaller EM remains undervalued as global confidence remains shaky, not helped by SVB and Credit Suisse
Limited appetite to dip toes into higher-yielding names until conditions stabilise, with continued volatility expected
Patrick Curran
Senior Economist @ Tellimer Research
Duncan Wales
Chief Executive Officer @ Tellimer Research
27 March 2023
Published byTellimer Research
