In two weeks President Trump has been abandoning key trade agreements, threatening trade wars from China to Mexico, while cosying on the phone with Vladimir Putin – hours later, pro-Russian forces are fighting the army in Ukraine. Trump also attempted to block all visits to the US for any nationals from a group seven Muslim countries, blowing away all hope for Iran – one of the seven – breaking free from decades of sanctions, as he declared Iran the world’s No. 1 terrorist state.
So, how to make sense of the impact from all of that on the rest of the world? Fortunately, we’re joined by one of the most experienced and successful of emerging market investors, the co-founder of Ashmore and founder of New Sparta, and the author of “Emerging Markets in an Upside Down World,” Dr. Jerome Booth.