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.