@emopportunities.bsky.social
EM credit & rates PM. Opportunistic management style with large expertise on restructuring stories. (no investment advice or recommendations, my own view)
Yes fully agree.
Here I’m just building a position (so far tiny).
Here I’m just building a position (so far tiny).
November 14, 2025 at 10:58 AM
Yes fully agree.
Here I’m just building a position (so far tiny).
Here I’m just building a position (so far tiny).
It’s depend which kind of EM segment you are looking at. Mainstream I would say classical ones (jpm, ms,…). Frontier markets : Tellmier, Banctrust,…
October 27, 2025 at 6:22 AM
It’s depend which kind of EM segment you are looking at. Mainstream I would say classical ones (jpm, ms,…). Frontier markets : Tellmier, Banctrust,…
Just reload at 50.75 for color. We are quasi back to the low and in the meantime we have had the US support.
October 1, 2025 at 1:29 PM
Just reload at 50.75 for color. We are quasi back to the low and in the meantime we have had the US support.
To be transparent I closed the majority of my exposure at 58.625 (62 and 55.25).
Volatility should remain and should offer interesting opportunities imho.
Volatility should remain and should offer interesting opportunities imho.
September 30, 2025 at 7:33 PM
To be transparent I closed the majority of my exposure at 58.625 (62 and 55.25).
Volatility should remain and should offer interesting opportunities imho.
Volatility should remain and should offer interesting opportunities imho.
Close to have Brady bonds
September 24, 2025 at 12:37 PM
Close to have Brady bonds
The best contrarian quant model in EM. Short IMF mood
September 16, 2025 at 2:24 PM
The best contrarian quant model in EM. Short IMF mood
Luck is a dividend of sweat 😉
To be fair it’s 11-12% (carry excl.) without the tender. Obviously I’m enjoying the extra 5-6%.
To be fair it’s 11-12% (carry excl.) without the tender. Obviously I’m enjoying the extra 5-6%.
September 10, 2025 at 11:05 PM
Luck is a dividend of sweat 😉
To be fair it’s 11-12% (carry excl.) without the tender. Obviously I’m enjoying the extra 5-6%.
To be fair it’s 11-12% (carry excl.) without the tender. Obviously I’m enjoying the extra 5-6%.
