Morgan Stanley managing director Ruchir Sharma wants emerging market investors to start looking ahead, arguing the next big markets will not be found among the BRICs.
A dirty secret of many ‘global’ funds is that they’re really the MSCI EAFE with some lip service paid to China, India and other markets that are generating the lion’s share of the world’s economic growth. Can you build a better portfolio on your own?
As first quarter data starts to come in on corporate profits and economies, investors may want to reevaluate their positions within emerging markets.
An extraordinary dialogue took place recently at a Moscow investment conference between representatives of the Russian and American economic elites.
If the Beijing auto show has highlighted anything, it’s the critical importance of emerging markets in keeping global automakers afloat as demand in mature markets declines.