Incorporate black clouds of risk when capturing growth in EM

Tassos Stassopoulos | Trinetra Investment Management | 20 February 2019 | 0.50 CE

Emerging markets are full of undiscovered opportunities and hope. Analysts can get starry-eyed in the face of exciting growth stories and downplay major risks in an effort to show conviction, leading to flawed decision-making. While assuming failure may seem a counter-intuitive way to invest in growth, a pre-mortem methodology that does exactly that can act as a discipline to en...