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.


Quick Poll

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





« View results

Previous polls ››

Underweight US
  17%
 
Overweight US
  35%
 
Underweight EMs
  9%
 
Raise cash levels
  26%
 
No change
  13%
TOTAL VOTES: 69
Comment on this

« Back

Previous polls ››

November 2016 Magazine
AsianInvestor Magazine