Sean Corrigan talks emerging market risks

China flag

Sean Corrigan, chief investment strategist, Diapason Commodities, caught up with Energy Risk at the Commodities Trading & Investment Summit in Geneva to talk emerging market risks.

Topics include Chinese hard landings, Mena unrest and the role of Opec.

"It's clearly not in the Saudi's interests to lose their oil revenue now. It's not in their interests to push the oil price so high, or see the supply disruption so intense that fragile Western growth falls over, because then they don't get the money to buy the social peace at home," says Corrigan.

Also discussed is the China-US blame game over quantitative easing. "Undoubtedly, the last eight month's outburst is the Fed's fault, but the Chinese have a huge portion of blame to take for the overall inflationary consequences of what's happened over the last several years," he says.

Last on the list is the likely commodity market reactions to a Greek default.

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