Emerging markets - The truth about emerging markets debt - Improved fundamentals have undoubtedly fuelled the emerging market debt boom. But it's by no means the whole story. A glut of capital looking for high-yielding returns has artificially inflated prices, and hedge fund strategies may be vulnerable to an overdue yield-curve adjustment.
Kim, Theodore, (2005)
Kim, Theodore, (1997)
Emerging markets - What happens if the black bubble pops? The soaring price of a barrel of crude provides an exceptional windfall for emerging market oil producers. But investors should watch out -- Complacent governments could be storing up trouble for the future.
Kim, Theodore, (2006)
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