EMEA investors' roundtable

The credit crunch, fuelled by illiquid markets and general fear across the finance industry, has had its impact on the EMEA region. But pessimism does not blanket the entire market as emeafinance discovered when it questioned some of EMEA’s leading buy side investors. On the contrary, the slowdown has provided time to evaluate deals and countries. Some governments are addressing fiscal imbalances and where necessary, high inflation.

Julian Evans: To what extent do you think that we can say that emerging markets are decoupling from western markets?

Alexander Lehmann: I was always a bit surprised by this discussion of de-coupling. For years we have been celebrating the growing integration of emerging markets with western market. Our region,