Mark Dow – Horizon

Published on
November 3rd, 2015
Duration
34 minutes

Mark Dow – Horizon

Horizon ·
Featuring Mark Dow

Published on: November 3rd, 2015 • Duration: 34 minutes

Mark Dow, founder of Dow Global Advisors, brings a fresh perspective on emerging markets in Horizon, discussing factors behind why the "apocalyptic" EM carry trade may be overstated, debating the correlation between emerging markets growth and commodity exports, and explaining why currency valuation is not the perfect proxy for EM economy health.