Again this week Gavin Graham talks to a global roster of contributors for their emerging & frontier markets insights. He starts with Baldwin Berges of Silk Invest Funds on the line from London to examine the ‘Africa as the new China theme’ that is becoming popular. Then he talks to Caglar Somek of Caravel Management in New York. You may have heard or seen Caglar’s analysis of frontier markets on Bloomberg News. Gavin also talks to Paul Harris, publisher and editor of the Colombia Gold Letter in Medellin about developments in Colombia mining. And he checks in with Michael Yeo, an analyst at IDC
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