Emerging Markets in an Upside Down World: Challenging Perceptions in Asset Allocation and Investment

Acknowledgements

I would like to thank all those who contributed comments on earlier drafts and with whom I have debated the issues contained in the book. In particular I would like to thank my past colleagues at Ashmore, starting with Mark Coombs, from whom I have learnt more about emerging markets and investing than I could fit into several books let alone one, and my other management buyout partners Jules Green, Tony Kane, Milan Markovic, Chris Raeder and the late Will Mosely. I would also particularly like to thank Jan Dehn, who took over from me as Ashmore’s Head of Research and who has given me copious feedback on a number of earlier drafts. I also have benefitted greatly from comments from my ex-colleagues Ousmène Mandeng, Milan Markovic, Tolga Ediz, Cemil Urganci, Kevin Bond, Mark Weiller, Marlon Balroop and Karl Sternberg. I would also like to thank Greg McLeod for the cartoon in Chapter 5. The views in this book are of course my own and do not necessarily reflect the views of Ashmore. I also received detailed comments from Peter Oppenheimer. I am also indebted to my father, Jolyon Booth, for his comments and to Luis Ratinoff for inspiring me many years ago to write a book about money and finance, and for helping round out my education early in my professional career. I am also indebted to my other ex-Inter-American Development Bank friends Michael Jacobs (who, shortly after I had received my economics doctorate, teased me for being too efficient with my education), and ...