Earlier this month I was lucky enough to take part in the podcast of emerging market guru Jerome Booth. Spirits were high
"What goes up must come down". Good 1970 track by Shirley Bassey, but also an apt saying for the challenges facing emerging markets at present. The falling oil price, Chinese growth, global stocks: 2016 will require leaders of developing countries to master a complicated dance.
Whether what is down must come up is worth debating. And that's what we did earlier this month while recording Upside Down World, the podcast of economist and emerging market commentator Jerome Booth.
The man has form: Booth co-founded Ashmore Group, a $50 billion emerging market asset manager, and runs New Sparta, his private investment firm. Also joining was Justin Keay, a regular contributor to The Times, the International New York Times, BusinessWeek and Global Finance.
It was great fun. Here's a link to the show.
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