Gramercy Publications

 

Outlook for EM Distressed

Robert Rauch and Carlos Gomez

February 16, 2012

Why Emerging Markets Macro Now?Ajay G. Jani, July 26, 2011

Thoughts on Greece BailoutRobert Koenigsberger, Ajay G. Jani, July 25, 2011

EM versus DM Stock Returns - Recent Past and Potential FutureTony Tessitore, Artun Alparslan, July 15, 2011

A New Lease For Greece: Part IIAjay G. Jani, July 13, 2011

A New Lease For Greece: Part IAjay G. Jani, June 30, 2011

The Next Emerging Markets Distressed Cycle?Carlos Gomez, Larry Ge, Robert L. Rauch, June 10, 2011

Harnessing Emerging Markets Diversification OpportunitiesAjay G. Jani, June 2011

Greece – Initial Thoughts on What Should Be DoneJason L. Cook, Robert L. Rauch, May 13, 2011

Headline FatigueJeff Grills, April 15, 2011

Inflation Pressures Likely to Result in EM Currency Policy ShiftAjay Jani, Robert Rauch, March 11, 2011

Argentina-Sovereign Debt Investment OpportunityRobert Koenigsberger, Jose Cerritelli, February 20, 2011

Clustered Emerging Market Corporate Maturities to Bring Opportunities for Distressed InvestorsRobert Rauch, Carlos Gomez, Larry Ge, January 31, 2011

Argentina-A Compelling Investment in 2011Robert Koenigsberger, Jose Cerritelli, November 29, 2010

Emerging Markets Corporate Bond IndicesRobert Rauch, Carlos Gomez, Larry Ge, October 18, 2010

An Overview of Distressed Debt InvestingRobert Rauch, David Herzberg, Carlos Gomez, Larry Ge, August 31, 2010

A History of USD vs Local Emerging Markets DebtRobert Rauch, Carlos Gomez, Larry Ge, June 11, 2010

New Thinking on Absolute ReturnsRobert Rauch, March 1, 2010

The Case for Emerging Market MacroAjay Jani, December 29, 2009

Dubai Debacle Shows that the World Remains a Long Way from NormalRobert Rauch, Carlos Gomez, Jose Cerritelli, December 16, 2009

Distressed Investing in Emerging MarketsRobert Rauch, October 5, 2009

The Rationale for Investing in EMRobert Rauch, March 19, 2009

Rising Corporate Buybacks Supports the Case for EM CorporatesCarlos Gomez, February 24, 2009

What to do about the Financial Transparency CrisisHarry Markowitz, September 29, 2008

Frontier Markets - Opportunities and ChallengesRobert Rauch, Carlos Gomez, July 22, 2008

Opportunities in Emerging Markets Distressed DebtRobert Rauch, May 9, 2008

Recommended Reading

Outlook 2012 Global Asset AllocationUBS, November 14, 2011

EMEA Economic PerspectivesUBS, November 14, 2011

What's the difference between Japan and the US? Barclays Capital, August 31, 2011

Boomer Retirement – Headwinds for US Equity Markets FRBSF, August 22, 2011

Pro-forma Prospectus on US Government Debt due 2040Grant's Interest Rate Observer, March 5, 2010

Greece: The (long) countdown to restructuringBarclays Capital, May 11, 2011

Greek Debt – The Endgame ScenariosLee C. Buchheit, Cleary Gottlieb, and G. Mitu Gulati, Duke University, April 8, 2011

Eurozone and US State Debt WoesPershing, April, 2011

Why the (Post) Communists WinUBS, March 23, 2011

Middle East Credit Compendium 2011Standard Chartered, March 7, 2011

EMEA: Winds of ChangeCredit Suisse, February 3, 2011

Emerging Markets Universe: Refunding Outlook and the Great UnravellingING, January 24, 2011

When China Ruled the WorldEsquire, January 11, 2011

Offshore Chinese Yuan Market Supports Reserve-ificationStandard Chartered, January 10, 2011

European Corporate DefaultsStandard & Poors, December 2, 2010

The Super-Cycle ReportStandard Chartered, November 15, 2010

Greece-Argentina RevisitedFRBSF, November 1, 2010

Global Liquidity PrimerUBS, October 28, 2010

Drexel's LegacyThe Economist, October 23, 2010

EM Corporate Restructuring Recovery LevelsING, October 11, 2010

Global Financial Stability ReportIMF, October 2010

Sovereign Wealth Funds Are Going MainstreamInstitutional Investor, August 30, 2010

Sovereign Subjects - Ask Not Whether Governments Will Default But HowMorgan Stanley, August 25, 2010

Bad Rules of Thumb in EM Economic AnalysisUBS, August 23, 2010

The Bottom Ten EM CountriesUBS, August 18, 2010

Corruption and Transparency in EMUBS, June 9, 2010

Is Credit the New King for Asian CorporatesFinanceAsia, June 2010

EM Sovereign Debt RestructuringMorgan Stanley, May 12, 2010

Distessed-Exhange Defaults Surged in 2009Moody's, May 2010

Sovereign 2009 Transition and Default StudyFitchRatings, March 25, 2010

Manufacturing Tail Risk: A Perspective on the Financial Crisis of 2007-09Forthcoming, Foundations and Trends in Finance, January 2010

Dubai: Next StepsDeutsche Bank, December 11, 2009

Dubai Inc Assessing the FalloutMoody's, December 1, 2009

Dubai's Debt - Whose Problem Is ItBarclays Capital, November 30, 2009

Hedge Funds in Chapter 11Various, November 2009

Emerging Markets Rally; Fair Value or New Bubble?BarclayHedge, November 2009

Latin America High YieldFitchRatings, July 16, 2009

Defaults Surge, Recoveries Sink in 2009FitchRatings, July 6, 2009

Containing Corporate DistressLatinFinance, May 2009

Distressed Debt ReportING, May 8, 2009

Chrysler: Fund Managers Burned by Obama Now Say They Are WaryBloomberg, May 20, 2009

Uncertain Recoveries in EM Corporate DefaultsEuroMoney, March 2009

Sovereign 2008 Transition and Default StudyFitchRatings, March 24, 2009

EM Distressed Debt UpdateING, March 24, 2009

G-20 Responses to the Global Banking CrisisIMF, March 19, 2009

Global Corporate Finance 2008 Transition and Default StudyFitchRatings, March 5, 2009

2008 Annual Global Corporate Default Study and Rating TransitionsCreditWeek, March 2009

Corporate Default and Recovery Rates, 1920-2008Moody's, February 2009

Risk Management and the Role of VaRNew York Times Magazine, January 4, 2009

100 Years of Corporate Bond Returns RevisitedDeutsche Bank, November 5, 2008

This Time is Different: A Panoramic View of Eight Centuries of Financial CrisesVarious, April 16, 2008