Tag Archive: UK

Market Thoughts : Dedicated to Scotland

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Scotland, land of the world’s favourite whiskies and the birthplace of Adam Smith, the father of modern economics. Bernie and I were discussing Scotland back in March this year during the run up… Continue reading →

Good EM, Bad EM

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One good thing that emerged from the mini EM crisis that erupted in Jul, lasting into August is that markets have become more discerning over this whole EM business. The ensuing correction over… Continue reading →