Showing posts with label EM. Show all posts
Showing posts with label EM. Show all posts

Thursday, November 15, 2012

Goldman Sachs: Emerging Markets Undervalued

Anna Stupnytska, executive director and macro economist at Goldman Sachs Asset Management, talks about investment opportunities in emerging markets, China's economy and inflation targeting.

Wednesday, September 5, 2012

Emerging Markets Offer Dividend Income

Daniel Morris, a strategist at JPMorgan Asset Management, talks about the outlook for stocks and the U.K. economy.

Tuesday, June 26, 2012

Golden Age in Indonesia?

Michael Riady, CEO, Shopping Malls Division, Lippo Karawaci says nearly 99% of property buyers in Indonesia are locals. Despite the property market's under-performance, he believes Indonesia's economy will be worth $8 trillion in 30 years.

Remain Cautious on EM

"As long as we don't move out of this risk off environment, this sense that we can go to another Lehman moment, it is going to be tough to get investors too excited about bringing too much risk to play," says Pablo Goldberg, global head of emerging markets research at HSBC.