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Title

​EM Outlook: The Return of Domestic Demand

Event Description

​EM Outlook: The Return of Domestic Demand 
featuring Jan Dehn, Ashmore Group
 
Tuesday, October 31
11:30 am | Minneapolis 


Emerging Markets (EM) growth is accelerating and so far this is mainly due to a pick-up in exports. The next big growth push will come from domestic demand as inflows into local markets ease financial conditions. After record outflows from EM over the past several years there is considerable room for growth upside surprises, in our view. We believe most analysts have missed this point, because they did not accurately identify the turn in the QE trades. We therefore expect broad-based upgrades to EM growth forecasts in the coming quarters, even years. Please join Ashmore’s Jan Dehn as he provides his thoughts on Emerging Markets heading into the final quarter of 2017.
 

Agenda
11:30 am Lunch and Networking
12:00 pm Speaker Presentation
01:00 pm Event concludes 

About the Speaker
Jan joined Ashmore in 2005. He has extensive experience of trading Emerging Markets sovereign external debt, local currency bonds, FX, corporate bonds, and Frontier Markets. He joined Ashmore from Credit Suisse First Boston, where he worked as a sovereign fixed income analyst covering Latin America, mainly out of New York. He has also covered Eastern European, South African, and Mexican markets in a local currency strategy role. Jan worked as a consultant to the World Bank’s research department in Washington DC on public expenditure issues and commodity shocks. He served for two years as an ODI Fellow in the Ministry of Finance and Economic Development in Uganda. Jan holds a Doctorate in Economics from Oxford University, a Master’s Degree in Quantitative Development Economics from Warwick University, and a Bachelor’s Degree in Economics from Sussex University. He lived for several years in East Africa as a child, where his parents worked for various development agencies, and has also lived in the Caribbean. He is a fully qualified wooden shipwright. ​

Event Type

Society; Career; Social/Networking; Educational

Education Topic

Alternative Investments; Equity Investments

Start Time

10/31/2017 11:30 AM

End Time

10/31/2017 1:00 PM

City

Minneapolis

State/Province

MN

Event Country

United States

Event Region

Americas

Location Info

​121 South 8th Street, Suite 200
Marquette Room
Minneapolis, MN 55402

Speaker

Jan Dehn

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

20.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 10/3/2017 9:32 AM by events@cfamn.org
Last modified at 10/3/2017 11:11 AM by events@cfamn.org