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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Slagle who wrote (5072)	3/27/2006 10:36:44 PM
From: Muthusamy SELVARAJU	Respond to of 218700

Hi Slagle, Practically all high yield EM bonds with 10+ years duration have sub-8% YTMs these days. This includes the usual suspects like Venezuela, Philippines, Indonesia, Jamaica, Ecuador and even Guatemala! The one notable exception was Belize, with an 10.8% YTM on a 2015 bond which I thought was a undiscovered gem. I just wanted to find out if their national finances were solid enough that they won't default, now or in the next 10 years. No one talks about Argentine sovereigns these days, it is too painful to bring up the subject I suppose, but do you have a view on them? Selva