Gary Shepherd questions the new narratives on emerging market investing, and discusses why more aggressive value-driven funds could have a bigger role to play in investing in the developing world. The big talking point is to what extent China’s shadow banking system poses a threat to the stability of the wider global economy
PA ANALYSIS: Shadow banking the dark horse of emerging investing
Gary Shepherd questions the new narratives on emerging market investing, and discusses why more aggressive value-driven funds could have a bigger role to play in investing in the developing world. The big talking point is to what extent China’s shadow banking system poses a threat to the stability of the wider global economy