[Emerging Markets in an Upside Down World: Challenging Perceptions in Asset Allocation and Investment](https://www.amazon.co.uk/Emerging-Markets-Upside-Down-World/dp/1118879678) by Jerome Booth

> Emerging Markets in an Upside Down World - Challenging Perceptions in Asset Allocation and Investment argues that finance theory has misunderstood risk and that this has led to poor investment decisions; and that emerging markets constitute a good example of why traditional finance theory is faulty