What is, in your opinion, the most prospective region or asset class to specialize for? Let’s say we consider the time horizon to be about 10 years. For which type of analyst there is or will be the biggest demand for?
China, ASEAN, Latin America, Europe, USA, Japan or other regions/countries?
Distressed in EM or growth in frontier - paradoxical at face value but I think it makes sense in terms of market efficiency…if you’re fast enough, particularly on the latter