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Dan Rasmussen, Verdad Advisers – Emerging Markets Crisis Investing (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

CHAPTER

Emerging Markets - A Theory of Crisis Investing

Intense liquidity, dependence and structural instability combine in emerging markets to generate immense volatility that magnifies both investor optimism and pessimism. A disproportionate number of investors in emerging markets are speculators with short term horizons. These investors are often unwilling to ride out a small loss, and their exit further exasperates existing crises. Emerging markets have under performed the s and p 500 contractionary environments and now performed in growth periods.

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