Wednesday on INK Ultra Money: Emerging markets and Russian growth strategy

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1.Emerging markets and Russian growth strategy - Real Vision

Rashique Rahman is a global macro specialist on the front lines of emerging market investing. He speaks to Real Vision’s Ed Harrison about the structural obstacles that emerging market economies face. Rahman discusses the steps Russia is taking to get off its dependency on crude.

He also explains how compounding trade deficits that could trigger a liquidity crisis in countries like Argentina and Turkey, and how stagnating income-per-capita is pushing countries like South Africa and Chile to the brink of societal collapse. Overhanging all of that is the U.S. dollar, which has appreciated greatly over the past half-decade and is a chain around the neck of all countries with liabilities denominated in dollars. Rahman argues that at the end of the day, emerging markets are not just a sector to which investors can allocate capital, but rather a world in and of itself. He reveals why investing in winners and avoiding losers will provide returns that taking secular bets will not. Filmed on January 28, 2020.

 

Competitiveness is the key issue

2. Buying the winter blues at Cenovus Energy Part II - INK Research

 

INK Research revisits Cenovus Energy (CVE) where there has been more insider buying. With the stock off more than 50% over the past 3 days, is now the time to buy?

Taking measures to deal with lower crude

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