Key Industry Views: ' 09 Outlook '09 Outlook
'09 Outlook

“Depreciate, Then Default? Forecasting Credit Risk and Recovery Rates for Emerging Market Sovereigns in 2009.”  March 27, 2009 - Michael Hugman and Stephen Bailey Smith (Standard Bank).

"EM Outlook 2009: Winter of Discontent.  Global Deleveraging + Rebalancing = Global Recession."  December 2008 - Arnab Das (Dresdner Kleinwort).

"Emerging Markets 2009 Outlook: Lax Money, Event Risk...and Wide Fluctuations." December 22, 2008 - Lawrence Goodman, Georgia Blume, David Hauner, Christy Tan, Han-Sia Yeo, Edgar Camargo, Mai Doan and Alberto Boquín  (Bank of America).

"The 2009-2010 Outlook for Latin America: From Expansion to Adjustment Mode."  December 19, 2008 - Paulo Leme, Alberto Ramos, Luis Cezario and Malachy Meechan (Goldman Sachs).

EM – Facing Strong Headwinds in 2009."  December 12, 2008 - EM Research and Strategy Team (Commerzbank).

Latin American Economics:  Sliding into 2009." December 9, 2008 - Gray Newman, Marcelo Carvalho, Luis A Arcentales, Daniel Volberg and Boris Segura (Morgan Stanley).

Prospects for Latin America:  Global Tsunami to Test Local Defenses."  December 4, 2008 - Alberto Ades (Citigroup).

Tidal Changes."  December 2008 - Piero Ghezzi, Nicholas Bibby, Koon Chow, Jeff Gable, Puay Yeong Goh, Alejandro Grisanti, Donato Guarino, Matthew Huang, Sailesh Jha, Christian Keller, Andrea Kiguel, Joe Kogan, Wai Ho Leong, Eduardo Levy-Yeyati, Nyiko Mageza, Ridle Markus, Svitlana Maslova, Paulo Mateus, Roberto Melzi, Guillermo Mondino, Rogerio Oliveira, Advin Pagtakhan, Wensheng Peng, Shyampadmanabhan Ramachandran, Peter Redward, Arko Sen, Rodrigo Valdes, Sebastian Vargas, Matthew Vogel, Yan Zheng, Jimena Zuniga (Barclays Capital).