Wrong Answer to the Right Question (guests: Russell Clark, Cem Karsan)
The Market Huddle
00:00
The Rise and Fall of the Emerging Market Specialist
The markets kind of voting that the UBS was the real winner out of this transaction. When I started on EM in 2002, you were talking about an asset class that had been absolutely pulverized. The only reason I got the job was because UBS was paying for half of my salary cost. They expected me to go back to Australia after two years. So then tell us what attracted you there? Well, look, it's a lot like investing. It's just doing it with your career is like, when people, if they go where it's hot, you know, it's inevitably near the top.
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