Emerginvest

Morgan Stanley on Emerging Markets: Maximum Overweight

Well, I wasn't. I submitted this article on time but I think the SA people are a bit behind schedule with all the volume.

Oh well. It was a well written article I think =/

Emerging Market Infrastructure: 'The' Issue from Morgan Stanley's Head Researchers

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.