GC2017 program det
Global Growth Markets Outlook
Tuesday, May 2, 2017 / 2:30 pm - 3:30 pm

Cristina Alesci, Correspondent, CNN and CNNMoney

Ricardo Adrogué, Head of Emerging Markets Debt, Barings
Fock Wai Hoong , Principal, General Atlantic
Penny Foley, Group Managing Director, Emerging Markets, TCW
Mona Sutphen, Partner, Macro Advisory Partners
Anne Van Praagh, Managing Director, Moody's Investors Service

Emerging markets started 2017 on a weak note as equities were buffeted by concerns surrounding China's economy and falling oil prices. However, as the year has progressed, positive factors have taken hold of investor sentiment, leading to emerging-market strength. This session will examine investment and economic opportunities in emerging markets for the remainder of the year. Potential questions:

  • What factors are driving the optimism around growth markets and what headwinds remain?
  • What countries have been making the reforms required for businesses to flourish, such as reliable contract enforcement, insolvency resolution and protection of private property rights?
  • What are other considerations such as effective infrastructure, stable macroeconomic frameworks and friendly trade regimes?
  • Declining commodity prices have taken a toll on export-dependent countries while providing relief to importers. Has this reversal of capital flows made certain currencies and asset valuations more attractive?