Hints and tips:
...Shamaila Khan, head of fixed-income for emerging markets and Asia Pacific at UBS Asset Management agrees that “it is very natural, before elections, to have a little bit more spending”....
...“Lasso’s more orthodox ideology and his desire to continue to work with the IMF are the two main things that are driving the rally,” said Shamaila Khan, head of emerging market debt strategies at AllianceBernstein...
...“We think that Peru is a solid investment-grade credit despite the political volatility,” said Shamaila Khan, head of emerging market debt strategies at AllianceBernstein....
...Shamaila Khan, head of EM debt strategies at asset manager AllianceBernstein, said she hoped upcoming talks with the IMF would compel the government to be more “transparent” about its plans to stabilise...
...“At this stage we don’t see any cause for concern just given the limited nature of these programmes,” said Shamaila Khan, head of EM debt strategies at AllianceBernstein....
...“It is a step towards trying to resolve what is a highly complicated situation,” said Shamaila Khan, the head of emerging market debt strategies at AllianceBernstein....
...Shamaila Khan, the head of emerging market debt strategies at AllianceBernstein, said foreign investors — whose funds are crucial to the Turkish economy — would be hoping for any incursion to be limited....
...Shamaila Khan, head of emerging market debt strategies at AllianceBernstein, a fund manager, called the departure “worrisome” given that the finance ministry “hasn’t been a big driver of policy for some...
...Shamaila Khan at AllianceBernstein had more confidence in the central bank’s plan....
...“We believe that a regime change is inevitable in Venezuela considering the liquidity and sanction related pressures,” said Shamaila Khan, director of emerging market debt at AllianceBernstein....
...We feel that Saudi government risk and the company are closely linked,” said Shamaila Khan, head of emerging market debt strategies at AllianceBernstein....
...“The problem is policy credibility and they need to address that quickly,” said Shamaila Khan, director of Emerging Market Debt Strategies at AllianceBernstein....
...“The IMF allows you to build policy credibility really fast,” said Shamaila Khan, head of emerging market debt at AllianceBernstein, the investment manager. “They may try to do it alone....
...Shamaila Khan, director of EM debt strategies at AllianceBernstein, predicted that the situation in Venezuela will lead to regime change, but it is hard to know when....
...Shamaila Khan, director of emerging market debt at AllianceBernstein, added: “If you have less supply that just creates another supportive factor for asset price performance,” on top of historic under-allocation...
...“There are significant execution challenges for the government over the coming year,” said Shamaila Khan, a portfolio manager at AB who oversees the firms local-currency emerging-market sovereign-debt strategies...
...Khan, head of emerging market debt at investment manager AllianceBernstein....
...By Hayden Briscoe, Shamaila Khan and Jenny Zeng, AllianceBernstein Based on insights from our team’s recent trip to China, we noted that the country is likely headed for a long economic landing....
...By Hayden Briscoe, Shamaila Khan and Jenny Zeng, AllianceBernstein China’s economy isn’t headed for a hard or soft landing — instead, it’s more likely to be a long landing....
...Shamaila Khan is a portfolio manager for emerging market corporate bonds at AllianceBernstein....
...Shamaila Khan, a portfolio manager at AllianceBernstein, created a hypothetical portfolio of more than 100 emerging market bond issuers and found that while 21 per cent of bonds were deemed to be “risky”...
...“While European banks have become increasingly risk averse, the bond markets are showing no such constraint and have never been lending more to emerging market corporates,” said Shamaila Khan, portfolio...
...“It’s pretty bad,” said Shamaila Khan, head of emerging markets corporate debt at Alliance Bernstein. “They are down to almost zero liquidity....
...“This scale brings a number of benefits, including greater liquidity and more opportunity to diversify against issuer-specific risk,” says Shamaila Khan, emerging markets portfolio manager at AllianceBernstein...
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