Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'
China debt level's and Trump's agenda cited as key risks
James Donald of Lazard AM
James Donald, head of Lazard Asset Management's emerging markets investment platform, has identified key discussion points for the team across the region, as well as areas where they are taking contrarian positions compared to peers.
Debt levels in China and US President Donald Trump's protectionist agenda were identified as key risks for investors, while opportunities were highlighted in value stocks across the financials and telecom...
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