Calls
3
Pramol Dhawan
Head of Emerging Markets Portfolio Management, PIMCO
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$27.82
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He likes fixed income in Latin America, citing high real yields, good starting valuations, and the region's position within the US sphere of influence, which mitigates left-tail risks like Argentina. He specifically points to 8-9% real yields in Brazil and Colombia as evidence of value in EM bonds.
Other
Long
Jan 15
$96.40
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He says EM credit fundamentals are improving, with last year the highest on record for the ratio of upgrades to downgrades, reflecting stronger underlying credit quality and orthodox policy frameworks in EM economies. This supports EM credit as an attractive part of the broader EM allocation.
Bonds & Rates
Long
Jan 15
$58.20
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He thinks the emerging markets rally is in the early innings of a durable multiyear cycle rather than a commodity- or China-led rally. The thesis is based on improving EM credit ratings, orthodox monetary and fiscal frameworks relative to developed markets, heavy under-allocation to EM versus US assets, attractive valuations across bonds and equities, and room for EM to catch up in a dollar-debasement environment.
Equity Indexes
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Pramol Dhawan has 3 trade ideas tracked on Buzzberg across 5 tickers since January 2026.
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