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Emerging and Frontier Markets Investing with Gavin Graham

Emerging and Frontier Markets Investing with Gavin Graham

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July 10th 2013: The Impact of Tapering and the Outlook for Consolidation

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 telecomm

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Featured Guests

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Alicia Garcia-Herrero

Alicia Garcia-Herrero, Chief Economist for Emerging Markets at Banco Bilbao Vizcaya Argentaria
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Indraneel Bardhan

Indraneel Bardhan at EOS Intelligence about EOS’ analysis of the Mexican telecommunications industry
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Paul Harris

Paul Harris is a mining sector researcher, analyst and reporter with over 12 years experience in the mining sector and 9 years experience in Latin America. He is also editor and publisher of the Colombia Gold Letter.
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Montasser Khelifi

Montasser Khelifi of Quantum Investment Bank in Dubai
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Richard Gula

Richard Gula has a professional career that parallels the growth in in interest in emerging markets funds. He is President of the Argyle Companies in Boston. He provides historical perspective and current updates.
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