In 1996 a friend of mine called Jim Rohwer published a book called Asia Rising. A few months later, Asia crashed. The financial crisis of 1997 made my colleague’s book look foolish. I thought of Jim Rohwer (who died prematurely in 2001) last week as a I listened to another Jim – Jim O’Neill, formerly of Goldman Sachs – defending his bullish views on emerging markets in a radio interview.
1996年,我的朋友吉姆•罗沃(Jim Rohwer)出了一本书:《亚洲的崛起》(Asia Rising)。几个月后,亚洲崩盘。1997年的亚洲金融危机使罗沃的书看起来有点愚蠢。上周我突然想起早已在2001年英年早逝的吉姆•罗沃,当时我在听另一个吉姆——曾为高盛(Goldman Sachs)工作的吉姆•奥尼尔(Jim O’Neill)——在接受电台采访时捍卫他看涨新兴市场的观点。
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