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Archive: November, 2009

Maybe it is differentiation, not contagion

Last week Dubai World’s announcements generated a major shock. It triggered a new debate about excess liquidity, bubbles and re pricing. In that framework, it would be expected that the emerging markets would suffer the most. We believe that the volatility caused by the Dubai World news will not generate a big spill-over-effect, and most read more

Martin Anidjar | November 30, 2009

Things we did not do these days

Volatility has increased since last week. Even though we considered reducing risk in our portfolios, we decided not to do so. We do not think it is the right time to take any actions. We believe that the increase in the observed volatility could be explained by three main topics, some appear to be more read more

Martin Anidjar | November 04, 2009

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Baffin Advisors