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In an interview with Business Insider, Jim Rogers has commented on the recent performance of emerging markets

Tom McKay

Livewire Markets

In an interview with Business Insider, Jim Rogers has commented on the recent performance of emerging markets. He mentions that despite the hype surrounding these markets, they remain small compared to the developed world with China representing 10% of the size of Europe, Japan and the US, and India representing only 3%. Imbalances have built up in these economies, such as balance of trade deficits and he sees a full-blown crisis in poorly managed emerging markets. He cites India, saying the wolf is now at the door in the poorly managed country, but contrasts this with other emerging markets such as Myanmar and Angola which are doing well. As a China Bull, Rogers mentions the opportunities still on the table, especially in areas of agriculture, pollution control, railways and tourism. (VIEW LINK)


Tom McKay
Managing Director and Co-Founder
Livewire Markets

Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.

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