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 =/

An Outcry from Emerging and Developed Markets Alike

Black and Smarty,

I don't disagree that they were taking in disproportionate amounts of foreign credit to sustain their growth - and I fully agree Smarty, "Bubble-nomics isn't self sustaining in the long run."

That being said, they were doing relatively well with the capital they had borrowed. China and India were the darlings of the economic world as they expanded. I agree that they perhaps did so a bit too fast.

I guess my point with this article was that both emerging and developed are calling for change for two very different reasons. I dont know if anything can be done about investors pulling money out of emerging markets, but I do think the developed markets will have a unified response. I guess we'll see.

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.