Crisis exposes complacency of emerging marketsLeigh PowellJun 5, 2012Developing 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.
Avoid Brics, buy Japan stocks and Asia ex-Japan bonds: SGJoe MarshFeb 1, 2011Japan could be one of the biggest beneficiaries of quantitative easing in the US, says the French bank’s global head of asset allocation.