Parvinder Thiara Long Brazilian Bonds: Sohn New York Conference | Value Investing News

Parvinder Thiara Long Brazilian Bonds: Sohn New York Conference

  • Parvinder Thiara's Sohn New York Presentation
  • • Worked at DE Shaw for 8 years before setting up fund; Chemist• Uses macro for relative value trades• Brazil- Long Brazilian bonds (currency hedged) as too much policy tightening is being priced in.
  • Inflationary pressure should remain low as there is slack in the economy.
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