05 Feb 2010

Title: Outlook on the Emerging market
Commentator: Simon Godfrey
Investment Specialist Emerging Markets
BNP Paribas Investment Partners Asia Limited
 
- With emerging markets displaying strong growth in 2009 despite the global financial crisis, what is your expectation of the outlook for emerging markets in 2010 in general.

- What are the immediate threats to the soundness of these economies? Do you see any bubble developing?

- For investors looking at buying into emerging markets, what sectors can they consider this year? Which sectors are likely to display robust performance this year? What are the performance drivers for each of these sectors?

- What are the risks involved in these sectors? Will they be affected by the tightening of monetary policy or fiscal policy?
 
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