Emerging Markets: From Vulnerability to Opportunity

Published on
May 21st, 2018
Duration
31 minutes

The Global “Put”: How Central Banks Have Reshaped the World


Emerging Markets: From Vulnerability to Opportunity

The Expert View ·
Featuring Edward Misrahi

Published on: May 21st, 2018 • Duration: 31 minutes

At the beginning of 2017, Ed Misrahi of Ronit Capital was buying the Mexican peso in the aftermath of the U.S. election, when most investors were running the other way. The peso rallied aggressively in the first part of that year. Today, Ed still loves the long-term prospects across emerging markets, but sees excellent rewards from diversification and in leaving a little powder dry for better opportunities ahead. Filmed on May 3, 2018 in London.