Category Archive: 5.) Emerging Markets

Main Author Win Thin
Win Thin
Win Thin is a senior currency strategist with over fifteen years of investment experience. He has a broad international background with a special interest in developing markets. Prior to joining BBH in June 2007, he founded Mandalay Advisors, an independent research firm that provided sovereign emerging market analysis to institutional investors. He received an MA from Georgetown University in 1985 and a B.A. from Brandeis University 1983. Feel free to contact the Zurich office of BBH

Jim O’Neill’s Bullish BRICS Outlook until 2020 and our Critics

Perfect charts by Goldman's Jim O'Neill that help to understand the former and future growth of different emerging, "growth markets", the BRICS. We criticise his partially over-optimistic views.

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GDP Comparison BRICS Developed Markets

Beautiful charts by Goldman's Jim O'Neill that help to understand the former and future growth of different emerging, "growth markets", the BRICS. We criticise his partially over-optimistic views.

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More About Overheating Emerging Markets: Retail Investors Should not Touch these Bonds

  In our series about emerging markets, we name some that are overheating and could face increases of government bond yields due to higher inflation and weaker current accounts. At the same time, banks are aggressively selling emerging market bonds as possibility to achieve high yields. Tristan Hanson, head of asset allocation at Ashburton Asset …

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