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Europe still confused over bailout fund: Nautilus Invest

Wednesday, September 28, 2011

Global markets witnessed a stonger-than-expected rally in the previous session on the news that euro zone officials may beef up the European Financial Stability Facility (EFSF) for Greek bailout. However, the markets went down again in today’s session on the news of disagreement among the officials over the bailout.

Bruno Verstrate, chief executive officer of Nautilus Invest, in an interview to CNBC-TV18, said that the markets were up yesterday on the news that was based on false rumors. “The politicians are still arguing amongst each other on how to handle the Greek debt crisis and how to find a universal solution to not only Greece but to the other countries as well,” explained Verstrate.

Below is the edited transcript of the interview. Also watch the accompanying video.

Q: We saw a big rally in the global markets yesterday; but today we are seeing some sort of a cut. Some steps are also being initiated in terms of beefing up the European Financial Stability Facility (EFSF). How much of this is helping boost the market sentiment because as the European basket opens up this afternoon, it is showing an upward cut of 1%?

A: The split amongst politicians on how to handle this EFSF is clearly visible and the markets are reacting to that today. We still see some difference in opinion on how the bailout package of Greece would look like.

There is still some concern whether or not they should use some leverage on the EFSF and expand it. The markets were up yesterday on the news that was based on false rumors. The politicians are still arguing amongst each other on how to handle the situation and how to find a universal solution to not only Greece but to the other countries as well.

Q: A Financial Times report, which came last evening, indicated that there were deep rifts, which remained with the leaders in the European region. Throw some light in terms of what exactly is happening? Which leaders are showing the maximum amount of resistance at this point in time?

A: Yes, the strong countries want more involvement in the private sector, while the weak countries don’t because they are involved in the private part of the deal. The politicians have started realising that the impact of a Greek default would have repercussions on the banking system. So rather than looking at the Greek solution, they were looking at a solution for the banking system in Europe. They may build universal capital increase on the banking system in order to avoid any negative effects coming out of default whether it’s from Greece, Portugal or any of the other countries.

Although difference in opinions of these leaders will help determining the agenda in a stronger way, there is a clear split between the weaker countries that don’t want to contribute more and stronger countries that have to contribute a lot because their banking system is at stake.
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