Alexander Treves, 39, Head of Investments at Fidelity India has lived through financial crises for a good part of his career. In mid-1997, the South East Asian crisis brewed after he had spent a couple of years on the buy side. In 2000, around the peak of the dotcom bubble, he moved to the UK as a fund manager overseeing pan-Asian markets. In 2006, he moved to Fidelity as Head of Research in Tokyo, only to witness the 2008 meltdown. Now in India he is living through a global contagion, thanks to the Euro sovereign crisis. Though the macro environment is challenging, Treves, who oversees assets close to ₹10,000 crore, is keeping his wits about him. Excerpts:
Interview
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