Two ideas led me to join an emerging and frontier markets investment bank in 2010. First, having seen massive credit growth in developed markets (DM) drive up asset prices, it seemed likely that the DM story was over for years to come. Emerging markets, from Rwanda to Russia, with private sector debt at 10-50 per cent of GDP had room to boom.
2010年，我在兩個想法的鼓動下加盟了一家新興與前沿市場投行。第一個想法是，在大規模信貸成長推高發達市場(DM)資產價格之後，未來多年裏發達市場似乎不會有戲了。相比之下，從盧安達到俄羅斯，新興市場的私人部門債務與國內生產毛額(GDP)之比介於10%至50%，仍有繁榮的空間。
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