Crisis exposes complacency of emerging markets

Developing economies failed to recognise their boom years were fuelled by easy money from the West, which has now dried up. But Ruchir Sharma of MSIM identifies the breakout nations.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  42%
 
Underweight EMs
  7%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 138
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December 2016/January 2017 Magazine
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