Understanding China

July 3, 2013
Hosted by Gavin Graham

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Guest Information

Episode Description

Gavin and his guests share investment insights into emerging and frontier markets with a strong emphasis on China in this edition. Demographics in these markets are one of the factors determining potential investment yields so financial advisor and demographic researcher Peter Merrick explains China’s demographics. Then Gavin and Paul DeSisto at M&R Capital Management Inc. in New York will sort through the confusing array of economic reports coming out of China and make sense of them from an investor’s perspective. With Robert Lutz at the Southwestern Law School in Los Angeles he will look at Mexico’s trade treaties with the United States. He’ll have an analysis of the outlook for emerging market equities for the second half of 2013 from investment management firm Allan & Gray in South Africa. And he will have African correspondent Samuel Akocha on the line from Nigeria for a report. This edition is produced by Al Emid. For inquiries please write to financialnews@alemid.com.

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

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.

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