Day TWO
Thursday, February 5
12:00–13:15

Ruble and Global Currencies: One Year Forward

Currencies throughout the world experienced a volatile 2008, the dollar proving its doubters wrong with a strong rebound on the back of a huge flight to quality and risk aversion. In this session, we would like to focus the discussion on the coming year, presenting views on the major global currencies and the global macroeconomic backdrop in which new trends could emerge. The unwind of the carry trade has led to a flight to quality and the emergence of a multi-polar currency world; can the ruble compete in a changing global macroeconomic outlook and can it be considered a serious candidate as a regional reserve currency of choice?

Moderator:
Evgeny Gavrilenkov, Managing Director, Chief Economist, Troika Dialog Group

Speakers:
Martin Gilman, Professor, Higher School of Economics
Raghuram Rajan, Professor of Finance, University of Chicago Booth School of Business
Jim Rogers, International Investor, Author of “Adventure Capitalist”
Nouriel Roubini, Professor of Economics, NYU’s Stern School of Business, Chairman, RGE Monitor
Nassim Taleb, Distinguished Professor, New York University Polytechnic Institute