China in the Caribbean

A podcast exploring the growing economic, political and social relationships between China and the Americas. Hosted by Rasheed Griffith.

To China or the market? Why borrow from a Private lender instead of China? In this episode, Rasheed talks to Federico Sequeda about why international US-based commercial creditors invest in Caribbean bond markets.

Federico Sequeda is Head of Country Research and Portfolio Manager for the Emerging Markets Team at Eaton Vance. Eaton Vance is a part of Morgan Stanley Investment Management.

Key Points Include:

– Fundamental Debt Metrics
– Why governments may prefer private financing over concessionary loans
– Do Chinese loans crowd out private creditors
– What are the data challenges in investing in emerging markets
– Creditor committee views on IMF structural adjustment programs

Resources Mentioned in this Episode

– The Human Freedom Index (Fraser Economic Freedom Index, as heard in the episode)

I recommend pairing this Episode 28 on the Legal Dynamics of Sovereign Debt Markets

Connect with Federico Sequeda

– LinkedIn

Connect with Rasheed Griffith

– LinkedIn
– Twitter: @rasheedguo