CHINA ISN’T EMERGING, IT’S RETURNING!
# Interview with David Baverez
I had the chance to speak with an old friend the other day. His name is David Baverez and I met him in early 2000 when he was still a portfolio manager at Fidelity.
When we first met, he was already one of the most contrarian portfolio managers I had ever encountered. In 2010, David anticipated the European Sovereign Crisis and returned the funds to his investors. He felt 2008 would mark a generational shift and decided to go travelling to anticipate the “New World”. He settled in Hong Kong in 2012, but we kept in touch.