I was looking at fund manager GMO's quarterly newsletter just now when I was reminded of a recent Russell Napier interview with CNC-TV18 in India in late May.
Now is a time to think of EM as cyclically weak
Before I get into what Napier was saying, let me note that GMO is bullish on emerging markets...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.