CLEARING UP THE CONFUSION
June 19, 2013
Hosted by Gavin Graham
Gavin and his guests clear up the confusion about several emerging and frontier markets and the growth estimates that we hear. He’ll have Richard Gula, President of Argyle Investment Consulting and Argyle Trading Systems for a detailed look at Argentina which lost its developed nation status and its future. With economics professor emeritus and United Nations Commission member Atif Kubursi he’ll look at Egypt and what it would take to run it around. Then he’ll get an update on the demographics of Vietnam and their importance for investors from financial advisor and researcher Peter Merrick. Heather West, Managing Editor, Latin America for Mergermarket makes a comparison between Colombia and Indonesia. And Gavin will also talk to John Derrick at U. S. Global Investors in San Antonio Texas about the huge range of growth estimates we keep hearing about these markets and ask him to make sense of them for us. This edition is produced by Al Emid. Please contact firstname.lastname@example.org
Emerging and Frontier Markets Investing with Gavin Graham
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Emerging and Frontier Markets Investing with Gavin Graham addresses the increasing interest in these markets by meshing Graham’s knowledge of them with current news developments, trends and the insights of expert guests. In fact, the expertise of our guests further demonstrates the seriousness of our approach. They include veteran Wall Street veteran money managers, experienced journalists with first-hand observations and analysts discussing emerging and frontier market developments. Our program comes to investors worried about low domestic returns and those who are aware of the growth and importance of emerging and frontier markets but unclear about the exact opportunities.
Gavin Graham has managed money for some of the largest banks and fund management companies in the world over the last thirty years and has worked in London, Hong Kong, San Francisco and Toronto. Having started in the City of London (the UK’s financial core) in 1979, he moved to Hong Kong in 1988, where his roles included that of Senior Investment Officer of Citigroup Global Asset Management (Asia) and Chief investment Officer for Connaught Investments Ltd. After moving to Toronto in 1999, he was Senior Investment Officer for Guardian Group of Funds in Toronto and latterly Director of Investments for Bank of Montreal Asset Management until 2010. He is now president of Graham investment Strategy Ltd and a frequent guest on Canada's Business News Network, the CBC and Toronto’s CP24, and quoted by the Canadian Press, Reuters and Bloomberg. Along with program producer Al Emid, Gavin is co-author of Investing in Frontier Markets: Opportunity Risk and Role in an Investment Portfolio, and of another upcoming book on frontier markets investing.