Keynote address: Nick Rohatyn, The Rohatyn Group
Mon Oct 3, 2011
How to play the emerging markets – more cleverly
In his keynote speech, Nick Rohatyn of the Rohatyn Group talked
to the delegates about the skills and requirements for a
successful asset manager in the emerging markets.
The fundamentals between emerging and developed markets at a
glance shows differences in the current account balance with
emerging markets in constant surplus while the developed
markets show deficits.
The fiscal balance also shows that emerging markets in
aggregate have small deficits with the situation being the
opposite in developed markets. In addition, industrial
production picked up after...
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