Markets

The outlook for the global emerging market economies
In this opening session, London-based CEO of Longview Economics, Chris Watling, set the scene for the day, by identifying the key economic trends and themes dominating the global economy, and the role being played by the global emerging markets. In particular, he addressed the prospects for economic de-coupling between developed and emerging countries, the changing role of the US as a global economic super-power, and the issues that will dominate the economic scene in the future.

Chris Watling, CEO & Mkt Strategist, Longview Economics (London)

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Markets

The four ambassadors - coming through the GFC, and the opportunities ahead
For the first time in Australia, the four BRIC ambassadors appeared as a group to share their experiences, knowledge and insights into the economic and investment prospects for their respective countries. Each gave a short overview of how their country has responded to the global financial crisis, and plans ahead, as well as the key sectors of their economy offering the best prospects for foreign investors. They then participated in a panel discussion, taking questions from delegates.

HE Mr Fernando de Mello Barreto, Ambassador of Brazil
HE Mr Alexander V. Blokhim, Ambassador of Russia
HE Smt. Sujatha Singh, High Commissioner of India
HE Mr Zhang Junsai, Ambassador of the People's Republic of China

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Slides >

Slides >

Slides >

NAV

Markets

The outlook and opportunities for global emerging market equities
Over the past 12 months, global equity markets have displayed some of the most volatile conditions ever seen amid a perfect storm of credit contraction, high energy prices and the collapse of domestic demand in developed countries. Have we now seen the bottom for global equity markets? What should we expect from global emerging market equities

Chris Selth, CIO/Lead Portfolio Mgr, Five Oceans Asset Management

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Markets

The outlook and opportunities for emerging Europe
Of all the developing regions of the world, Eastern Europe has been one of the most savagely hit by the global financial crisis. In particular, Russia’s position as one of the BRICs has been questioned as its economy and markets faltered as a result of the global credit crunch. Will Russia resume its place as a leading economic powerhouse alongside the other BRICs? What other Eastern European economies and markets are positioned for high growth? 

Michael Hanson-Lawson, CEO Asia Pacific, East Capital

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Markets

The outlook and opportunities for emerging Asia
The emerging Asia recovery story is probably the most relevant from an Australian investor’s perspective. Led by China and India, Asia’s position on the global economic stage seems assured, with both countries representing rare prospects for GDP growth in 2009. What are the key drivers behind Asia’s growth story? How will this translate into long term returns for investors? What are the risks and challenges?

Stuart James, Investment Specialist, Aberdeen Asset Management

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Markets

The outlook and opportunities for emerging infrastructure
With US$22 trillion allocated for investment in global emerging market infrastructure projects by 2020, the sector offers a wide range of possibilities for investors. But will the emerging markets growth story support the investment? Where are the greatest opportunities in emerging market infrastructure? What are the risks and challenges of investing in infrastructure in emerging markets compared to the developed world? We take a case study approach to exploring these issues.

Richard Elmslie, Director/Snr Portfolio Manager, RARE Infrastructure

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Markets

Global emerging market portfolios - pulling it all together
While global emerging markets represent unique and significant investment opportunities for investors, the challenge of accessing these markets from Australia, with their local diversity, features and complexities, requires care and attention.  Mugunthan will share his knowledge and experience of designing and implementing global emerging market portfolios using funds, identifying the opportunities, risks and challenges, and providing important insights into the implementation process.

Mugunthan Siva, Head of Manager Research - Multi Strategies Group, ING Australia

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Strategies

My key takeouts
Delegates discussed the key take outs from the day - what they would do differently as a result of the presentations, discussion and workshops - resulting in this paper.

Amanda Rethus, Director, Gateway Financial Marketing

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