The Impact of Tapering and the Outlook for Consolidation

July 10, 2013
Hosted by Gavin Graham

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Episode Description

Each week, Gavin combines his own insights with those of analysts, money managers and journalists. This week, he starts in Hong Kong with Alicia Garcia-Herrero, Chief Economist for Emerging Markets at Banco Bilbao Vizcaya Argentaria for her analysis of the potential effect on emerging markets of the Federal Reserve’s so-called tapering. He will get an analysis from Richard Gula, President of Argyle Investment Consulting about whether the time has come to look again at Brazilian equities. He will also hear from Indraneel Bardhan at EOS Intelligence about EOS’ analysis of the Mexican telecommunications industry, Paul Harris, Publisher of the Colombia Gold Letter about potential changes to Columbia’s mining scene and Montasser Khelifi at Quantum Investment Bank in Dubai about Middle East bond markets. We continue monitoring the situation in Egypt for its impact on investments in the region. This edition is produced by Al Emid. For inquiries write to:

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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