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Christian Stracke Quotes

On the flip side, there should be more concern in Brazil. - Christian Stracke

Tags

Flip | Concern | Brazil |

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Last week we had stability in US Treasuries and that has helped emerging market spreads tighten. As long as that stability continues you will see at the very least similar stability in emerging market spreads. - Christian Stracke

So you put a little Jamaica in the fund, a little South Africa, a little Thailand. In a global crisis, all three will be a dog. But if you're a [hedge fund] manager, you don't care. You just want to offer as much diversification as possible, with as much yield as possible. - Christian Stracke

Because the economy is so strong, import growth is also very strong, and that import growth is eroding trade surpluses. Surpluses of more than a billion a month might be over. - Christian Stracke

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