Keynote address: Nick Rohatyn, The Rohatyn Group
October 03, 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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