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Emerging market bulls should beware
A London-based strategist, one of few to forecast the slump in emerging markets that began in 2011, sees no sign of a turnaround.
Add BT as a preferred sourcePublished Fri, Feb 26, 2016 · 09:50 PM
Hong Kong
IF JOHN-PAUL Smith is right, some of the world's biggest investors are setting themselves up for a major disappointment.
The London-based strategist, one of few to anticipate the slump in emerging markets that began in 2011, sees no sign of a turnaround and says the current environment resembles that of the late 1990s, when crises in South-east Asia and Russia roiled the entire asset class.
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