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The 50 stocks that matter most to hedge funds

00:01 - 27/05/20

 

 

Foreign investor holdings of EM stocks & bonds:

 

1. Turkey (red) stuck at very low levels

2. Brazil (blue) in Q1 crashed down to Turkey levels

3. One place with clear uptrend is Chile (black)

4. Korea & Malaysia stable at high levels

5. All this after a decade of low G-3 rates

 

 

Still a long way to go but South Korea's consumer confidence is starting to bounce back.

 

 

Why social safety nets should be extended long after lockdown

 

 

An epidemiologist and an exposure scientist explain: how to stay safe when flying

 

 

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