David Kuo chats with emerging market specialist Jerome Booth from Ashmore Group
(LSE: ASHM). They look at quantitative easing from the perspective of consumers in emerging markets and also from the perspective of financial repression in the West. They consider whether there is any truth in the assertion that the creation of fresh money in the West is ending up as hot money in emerging market assets. They also look at whether emerging markets are inherently risky. A transcript of this podcast is available here
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David Kuo and Jerome Booth
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