Erik Lueth

Global Emerging Market Economist

Erik is your typical EM aficionado. He has worked for the IMF, lived several years in Hong Kong and has an Indian wife. His motto: Get the bigger picture.

Posts by Erik Lueth

Economics

Have emerging markets had their time?

With the focus on the unprecedented debt build-up in emerging markets over recent years it's perhaps surprising that it remains a relatively attractive investment proposition.

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Economics

China debt: a ticking time bomb

China is boosting growth through leverage. Since China already sports one of the highest debt levels worldwide, investors are rightly concerned about a financial crisis. We also see China on course for a financial crisis, but feel the crisis is still a few years away.

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