Moderator:

Mark Cutis, Chief Investment Officer, Special Situations, Abu Dhabi Investment Council

While emerging economies are growing at more than double the rate of the developed world, markets in these countries declined last year as central banks began to raise interest rates. Now all four BRIC countries have eased monetary policy, along with Indonesia, the Philippines, Thailand, Turkey and Chile. With the ECB dramatically increasing liquidity and optimism on the rise, risk appetites have increased in both emerging and frontier markets. This panel will examine the investment climate, ease of doing business, and macroeconomic and financial stability in an array of countries. It will also analyze emerging market geographies, industrial composition, commodity price impacts and other indicators. Will China face recession? How will it manage the bad debt lurking in its banking system? Will India be able to tame inflation and corruption costs to foreign investors? What will be the impact on Brazil and Russia if commodity prices fall?

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