Two Contrarian Cases, the International Monetary Fund, the Washington Factor and the United Arab Emirates

October 16, 2013
Hosted by Gavin Graham

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Episode Description

Gavin talks to a global roster of contributors about emerging and frontier markets again this week. John Derrick, portfolio manager at US Global Advisors calls in from San Antonio with a contrarian view of Russia and Greece. Ahmed Hafez, North American advisor at the National Bank of Kuwait provides a special report on the proceedings of the International Monetary Fund and World Bank and their potential impact on investments. Financial advisor and demographics researcher Peter Merrick analyzes the demographics of Indonesia and what they mean for investors. Dubai-based journalist Mark Townsend explains money flows from Singapore into some of these markets and the impact that investors can expect. Townsend was also a major contributor to the first of our two books -- Investing in Frontier Markets: Opportunity, Risk and Role in an Investment Portfolio, now available in bookstores and on 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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