Day: 14 January 2011

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…

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