The Next Big Trade - What's the Opportunity?

i'm an emigrant to the u k when i was six months old well, from the west indies. And i'm definitely a north londoner, ye. I mean, i can hardly pronounce ti. Think it's the acid test of a northlondoner, you knowbut that's definitely my home town. So i've got an idea about what your next big trade is, but can you talk us through your the next big trade? What is your investment thesis? What's the opportunity? Yes, our thesis is basically that in the emerging markets, especially because there's so much divergence between freedom level between countries,. They will recover faster from drawdowns and they use