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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