Emerging Market Infrastructure: 'The' Issue from Morgan Stanley's Head Researchers [View article]
User,
Thanks for the compliment! I fully agree with that statement. Clearly, the major movements in the developing world/emerging markets is BRIC, China, India, however there are other areas which are going to be going through very similar expansion - most of which are listed in that article. This is not to say that there won't be shocks (sometimes serious shocks) with this expansion, but I agree with Morgan Stanley that this will significantly shape the form of capital movement over the next decade.
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Aug 01 11:45 am
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All Comments by Emerginvest »Emerging Market Infrastructure: 'The' Issue from Morgan Stanley's Head Researchers [View article]
Thanks for the compliment! I fully agree with that statement. Clearly, the major movements in the developing world/emerging markets is BRIC, China, India, however there are other areas which are going to be going through very similar expansion - most of which are listed in that article. This is not to say that there won't be shocks (sometimes serious shocks) with this expansion, but I agree with Morgan Stanley that this will significantly shape the form of capital movement over the next decade.