Russell Napier: Strangled by the “Seen Hand”
Posted on 13 November 2013.
About this week’s show:
-Emerging markets: trigger for next crises
-Government favoritism: rationing of credit
-Gold benefits from deflation and inflation
About the guest: Russell Napier is a consultant with
CLSA Asia-Pacific Markets writing on issues affecting global equity
markets. After studying law, he began his investment career sixteen
years ago at Baillie Gifford in Edinburgh managing funds in the Japanese
then the US and finally the Asian markets. Moving to Foreign &
Colonial Emerging Markets in London he was responsible for managing
Asian portfolios. In May 1995, Russell relocated to Hong Kong to become
Asian equity strategist for CLSA, a leading Asian equity brokerage.-Emerging markets: trigger for next crises
-Government favoritism: rationing of credit
-Gold benefits from deflation and inflation
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