Comments
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APa rewind could be very interesting after 2 years.
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PDSeriously switched on - EM Guru!
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BD1st 3 min, blinked 4times!!!
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LMExcellent presentation. Another Real Vision presenter that sees a problem in China with a resultant devaluation of the Yuan. Over all another interesting way to look at markets.
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PFCompulsive viewing. Great insight. We really must have a regular (6 monthly?) update from John-Paul (review & latest)
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JWGreat talk. Made me realize that it's necessary to put a "governance discounter" when valuing companies like Gazprom.
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FCGOOD AND TO THE POINT. USEFUL INFORMATION AND SOMETHING TO TAKE AWAY AS AN INVESTOR. GOOD RATIONALE AS TO THE WHY.
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KAClear. Succinct. Useful and committed rationales for his points of view. His candor is charming. Thanks!
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MSExtremely well done. Excellent insight and ample risk factors for the audience to ponder and consider prior to future investments in the Emerging Markets.
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AAExcellent delivery... No fillers