Buch, Englisch, 294 Seiten
Investment Philosophies For Emerging Markets and a Semi-Globalized World
Buch, Englisch, 294 Seiten
ISBN: 978-1-84374-766-6
Verlag: Euromoney
Emerging markets have been around for a while as an investment theme and as such have been off and on the list for many investors and corporations worldwide during the last 20 years depending on where we were in the global economic cycle. In fact, the term emerging markets actually has become obsolete as it now covers a long list of countries with each country reflecting a different economic, industrial, cultural and monetary outlook. Despite the fact that they make up about 35% of global GDP (and that is expected to grow to 50% over the next 20 years) these many investors (and companies likewise) have a minor, although growing, exposure to those regions in the world. Home bias and the historical super cyclical nature of those regions have made investors stay away or move in and out while riding the hot money wave. So far for globalization pur sang. Since the 2008-2009 financial crisis those regions have obtained more visibility than ever before as a place with increasing financial stability and a more balanced economic outlook and clear dynamics for growth. But what makes them really attractive and how to select from such a heterogeneous pool of economies?
In this book we look behind the curtain of these economies and evidence what industries look most promising in which region and/or countries. Cruising the different regions and countries using real-life examples this book fleshes out the dynamics of these economies and the industries that will give some of those countries a long-term competitive advantage in tomorrow's global economy. Moving beyond the credo's of 'the rising middleclass', 'rising domestic demand', 'excellent demographics' and the 'unlimited need for infrastructure' shaping tomorrow's marketplace helps you develop your investment or corporate philosophy to navigate those countries and the ever-growing economic interconnectedness of these economies. This book allows you to develop your set of philosophies to determine which industries in which economies deserve attention and what financial products are most suitable to get access to those markets and the opportunities you spotted in a meaningful way. Performance and trends per asset class will be reviewed.
It further evaluates the corporate strategic options that will determine or enhance success for corporations active or looking to be active in these economies - a challenge many took on but so far only a few mastered the art of embracing those often challenging environments. In line with contemporary thinking, managing and diversifying types of risk will play a crucial role in the background. Finally, the book demonstrates how in a semi-globalized world, where capital flows after the crisis have become more regionalized, the role of OECD economies will be crucial for the further development of those emerging economies and which industries will ultimately contribute to shaping tomorrow's marketplace. Part of that equation will force us to look at the long-term impact of new age protectionism, austerity and other ways governments and societies are dealing with the new reality since the crisis and how a reversal in globalization patterns could affect the outlook for those economies and the global economy as a whole and ultimately your investment philosophies
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In this book we look behind the curtain of these economies and evidence what industries look most promising in which region and/or countries. Cruising the different regions and countries using real-life examples this book fleshes out the dynamics of these economies and the industries that will give some of those countries a long-term competitive advantage in tomorrow's global economy. Moving beyond the credo's of 'the rising middleclass', 'rising domestic demand', 'excellent demographics' and the 'unlimited need for infrastructure' shaping tomorrow's marketplace helps you develop your investment or corporate philosophy to navigate those countries and the ever-growing economic interconnectedness of these economies. This book allows you to develop your set of philosophies to determine which industries in which economies deserve attention and what financial products are most suitable to get access to those markets and the opportunities you spotted in a meaningful way. Performance and trends per asset class will be reviewed.
It further evaluates the corporate strategic options that will determine or enhance success for corporations active or looking to be active in these economies - a challenge many took on but so far only a few mastered the art of embracing those often challenging environments. In line with contemporary thinking, managing and diversifying types of risk will play a crucial role in the background. Finally, the book demonstrates how in a semi-globalized world, where capital flows after the crisis have become more regionalized, the role of OECD economies will be crucial for the further development of those emerging economies and which industries will ultimately contribute to shaping tomorrow's marketplace. Part of that equation will force us to look at the long-term impact of new age protectionism, austerity and other ways governments and societies are dealing with the new reality since the crisis and how a reversal in globalization patterns could affect the outlook for those economies and the global economy as a whole and ultimately your investment philosophies
Autoren/Hrsg.
Fachgebiete
- Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Anlagen & Wertpapiere
- Wirtschaftswissenschaften Finanzsektor & Finanzdienstleistungen Internationale Finanzmärkte
- Wirtschaftswissenschaften Volkswirtschaftslehre Internationale Wirtschaft Internationale Finanzmärkte
- Wirtschaftswissenschaften Betriebswirtschaft Unternehmensfinanzen Finanzierung, Investition, Leasing
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