[Podcast] Barry Ritholz with Lazard's head of EM James Donald
James Donald Discusses the Sensitivity of Emerging Markets
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Bloomberg Radio's Barry Ritholz sits down with Lazard's James Donald, who runs the Emerging Markets Team. James has been investing in EM's since 1990. They discuss how EM investing has evolved over the years, how they construct portfolio's, EM specific risk factors, how countries graduate from Frontier to Emerging to Developed, and many other subjects.
Please find the podcast here on Barry's page