Tulloch: The three EM headwinds keeping me awake at night

First State Investments' emerging market and Asia Pacific specialist Angus Tulloch tells Kyle Caldwell about the macroeconomic headwinds preventing him from taking a bullish stance on the region.

In this exclusive interview with Investment Week, top performing manager Angus Tulloch sheds light on his fears of a growth slowdown in China and India, while outlining the investment opportunities in both markets. Meanwhile, he cautioned the days when emerging markets enjoyed rapid economic growth are unlikely to ever return. You are well known as a very cautious investor. What are the three main headwinds currently keeping you up at night? Firstly, we need to see a clearer way out of the eurozone problems, which are definitely an overhang on global growth. Looking at the sky-high ...