Tavi Costa, CEO of Azuria Capital, explains where he’s looking to deploy capital right now, mentioning mining, energy and emerging markets.
“When I apply macro analysis into markets, there’s a few things that look exceptionally cheap today that could be extremely asymmetric,” he commented.
“Again, I could be wrong in three of them, but if I get one right it’s going to go up.”
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.