Investors / stance tracking
What Rajeev De Mello is saying
FollowFollowingUnfollowCIO, Gamma Asset Management
3 dated public stances tracked since 2026-09-07, most recently 2026-09-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Rajeev De Mello's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Rajeev De Mello is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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3
tracked stances
3
themes
0
side flips
2026-09-07
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| CHINESE YUAN (CNY) | 1 | 1 bullish | 2026-09-07 | |
| GLOBAL CREDIT SPREADS | 1 | 1 bullish | 2026-09-07 | |
| USTS | 1 | 1 bearish | 2026-09-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
US political pressure to cap Treasury yields makes owning US bonds structurally unattractive, favouring diversification into Asian markets where fiscal prudence and higher real yields offer a superior alternative
“when you have a country which is trying to cap its yields it's interesting to look outside and Asian markets are interesting”
Investors Turn to Emerging Market Debt Amid Yield Volatility | Insight with Haslinda Amin 9/7/2026
2026-09-07
CHINESE YUAN (CNY)
bullish
Bloomberg The Close · video
Despite unattractive Chinese bond yields, steady CNY appreciation against the USD plus optionality around a potential US-China currency revaluation deal make the currency itself an interesting allocation
“the currency has been appreciating at a steady regular pace against the US dollar, so there's some interest from the currency angle”
Investors Turn to Emerging Market Debt Amid Yield Volatility | Insight with Haslinda Amin 9/7/2026
2026-09-07
GLOBAL CREDIT SPREADS
bullish
Bloomberg The Close · video
Credit spreads are historically tight relative to prior cycles, making this a poor entry point to add credit risk despite the high absolute yield on offer; risk premium is insufficient for the volatility ahead
“spreads are tight, it's not the obvious time to jump into credit right now”
Investors Turn to Emerging Market Debt Amid Yield Volatility | Insight with Haslinda Amin 9/7/2026
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