Emerging Markets Summit 2011: BRIC & Beyond

I spoke on a panel (“economic outlook for investing in emerging markets”) with David Beker from BAML  on 19 January 2011.  Topics covered included:

• Performance analysis of the MSCI Emerging Markets Index and the Barclays Emerging Markets Index
• Macroeconomic outlook: A broader investment opportunity set in frontier markets?
• Identifying strong potential returns and less correlation with US or EU performance
• What is the economic growth potential in real terms projected for the next 5 years?
• How are economic relations with the developed world and the BRIC nations?
• Examples of where the credit crisis has had an impact with non BRIC emerging markets