Jerome Booth
Jerome Booth
Jerome Paul Boothis a British economist, author, emerging markets investor and Chairman of New Sparta. He was previously Head of Research at emerging market asset manager Ashmore Group plc. He is also the principal shareholder of Icon Film Distribution UK...
brazil congress good next
Brazil is on autopilot. Congress could do nothing for the next year, and Brazil would still be a good credit.
central good news russia
Central Europe, where more good news is priced in, may lag Russia and Turkey.
banks buy central country credit deserves developing fast funds investors low pension
It's a country developing very fast and it deserves to have low credit spreads. Investors like myself with pension funds and central banks will just buy into any weakness.
italy maybe mexico russia trading
The possibility of Mexico and maybe Russia trading through Italy is very real.