Citywire Selector Podcast

‘I’ve changed my mind on China.’ Raphael Kassin explains why he feels cautious about a disruptive new global era, while maintaining it is time to pile into EM debt. In this episode, Kassin talks to Krystle Higgins about the latest diametrically opposing views of JP Morgan and Morgan Stanley as to whether now is the time to heavily invest in EM or take a more defensive approach. Kassin, also shares his views on how the markets would react to a Trump nomination, as well as China’s decision to restructure a portion of EM debt and what that could mean for the market at large.