Outlook for 2014, the Philippines, Morocco and developments in Africa

December 18, 2013
Hosted by Gavin Graham

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Episode Description

From New York Paul DeSisto at M&R Capital Management has an interesting analysis for 2014. From Casablanca Morocco Youssef Lahlou of Silk Invest Funds explains Morocco’s downgrade to Frontier Market status and chances for recovery back to Emerging Market status. From Boston Richard Gula of the Argyle Companies looks at promising markets for 2014. From Dubai journalist and editor-at-large Mark Townsend looks into the Philippines. And from Lagos Nigeria African correspondent Samuel Okocha looks at an interesting development that will affect some investments in Africa. This edition is produced by Al Emid. Inquiries: financialnews@alemid.com The first of our two books on Frontier Markets – Investing in Frontier Markets – Opportunity, Risk and Role in and Investment Portfolio is now available in English-speaking markets and sites such as Amazon. The second one - Frontier Markets for Dummies will be available in Spring 2014. We will also explain plans for the launch of the EFMI Newsletter.

Emerging and Frontier Markets Investing with Gavin Graham

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Emerging and Frontier Markets Investing with Gavin Graham addresses the increasing interest in these markets by meshing Graham’s knowledge of them with current news developments, trends and the insights of expert guests. In fact, the expertise of our guests further demonstrates the seriousness of our approach. They include veteran Wall Street veteran money managers, experienced journalists with first-hand observations and analysts discussing emerging and frontier market developments. Our program comes to investors worried about low domestic returns and those who are aware of the growth and importance of emerging and frontier markets but unclear about the exact opportunities.

Gavin Graham

Gavin Graham has managed money for some of the largest banks and fund management companies in the world over the last thirty years and has worked in London, Hong Kong, San Francisco and Toronto. Having started in the City of London (the UK’s financial core) in 1979, he moved to Hong Kong in 1988, where his roles included that of Senior Investment Officer of Citigroup Global Asset Management (Asia) and Chief investment Officer for Connaught Investments Ltd. After moving to Toronto in 1999, he was Senior Investment Officer for Guardian Group of Funds in Toronto and latterly Director of Investments for Bank of Montreal Asset Management until 2010. He is now president of Graham investment Strategy Ltd and a frequent guest on Canada's Business News Network, the CBC and Toronto’s CP24, and quoted by the Canadian Press, Reuters and Bloomberg. Along with program producer Al Emid, Gavin is co-author of Investing in Frontier Markets: Opportunity Risk and Role in an Investment Portfolio, and of another upcoming book on frontier markets investing.



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