After a roller coaster year for investors Mark is cautiously optimistic that 2021 will be a better year for everyone. A Happy New Year!
Mark and Saurabh Mukherjea look at the reasons behind the strong recovery across countries in the wake of the ongoing COVID-19 pandemic.
Mark argues that emerging markets should use the current crisis to institute much needed reforms and to get their financial house in order.
What are the factors that influence good governance? Mark shares his experience in over 30 years investing in emerging markets.
As South Africa's president Cyril Ramaphosa announces drastic measures to fight the Coronavirus Mark comments on the likely impact.
As the WHO has finally decided to call the Coronavirus crisis what it is, a global Pandemic, Mark looks at some possible implications.
For Mark the Coronavirus is a reminder how volatile markets can turn overnight but as a fundamental investor he takes the long term view.
For Mark Christine Lagarde's review of the ECB's monetary policies doesn't go far enough, especially when it comes to inflation.
Mark is not too worried by China's slowing growth as it still compares well to other leading economies.
Mark's reading, as he puts it, is "rather eclectic". Recently he went from political commentators to healthy living to legal mysteries.
Mark visits Chennai in India and remembers the time when he first used to work there as a consultant in the domestic leather industry.