Ashmore’s Booth Bullish on Rogues

Ashmore’s Booth Bullish on Rogues


The EM and LatAm debt rallies have a lot further to go, says Ashmore’s Jerome Booth, who says that high-beta Argentina and Venezuela credit looks especially attractive. “I would expect the [EM sovereign debt] spreads to go through where they were pre-Lehman,” Booth, who helps manage $31bn at Ashmore, tells LatinFinance. The perennial EM bull explains that relative risk is less now than it was pre-Lehman. Among EM sovereigns, high-beta credits have the farthest to go, and among the top in this ca

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