Overview
Explore the divergent growth stories within emerging market economies in this 55-minute panel discussion from the Milken Institute. Gain insights into the attractions and drawbacks of specific markets, focusing on 2018 and beyond. Discover where investors might find yield and what potential dangers lie ahead. Learn from industry experts as they discuss China, India, Southeast Asia, Latin America, and other regions, presenting vastly different risks and opportunities. Delve into topics such as renewable power, private equity, corporate bond markets, public debt markets, blended finance, and emerging markets as an asset class. Understand the role of organizations like OPIC in emerging market investments. Conclude with a lightning round addressing concerns about market structure, policy mistakes, and the importance of imagination in navigating these complex economies.
Syllabus
Introduction
Emerging Markets Growth
China
Renewable Power
Top Down and Bottom Up
OPIC
Private Equity
Corporate Bond Market
Public Debt Market
Macro Position
Blended Finance
Additionality
Opportunities always arrive
Private equity and public equity
Emerging markets as an asset class
Where to invest in Emerging Markets
Lightning Round
What are you worried about
Market structure
Policy mistakes
Lack of imagination
Taught by
Milken Institute