Benefiting From Emerging Market Mayhem

Published on
September 3rd, 2018
Duration
24 minutes


Benefiting From Emerging Market Mayhem

The Expert View ·
Featuring Simon White

Published on: September 3rd, 2018 • Duration: 24 minutes

Simon White of Variant Perception takes a look at the underlying causes of weakness in emerging markets. There are many parallels with previous crisis, but some of the best opportunities will be in timing the turnaround rather than chasing the sell-off. Filmed in on August 22, 2018 in London. A link to their research paper 'Understanding EM Crises' can be found at http://www.variantperception.com/realvision.