Is the Emerging Market Story Over? Don’t Bet On It!

by Anil K. Gupta & Haiyan Wang

One of the biggest questions for corporations and investors today is whether the emerging market (EM) story was just a flash in the pan, whether it’s over, and whether one should get back to the apparent safety and prosperity of the developed markets (DMs).

It’s obvious that EMs are facing severe headwinds. 2015 will be the fifth consecutive year of slowing economic growth in EMs. The days of break-neck growth in China are gone for good. The commodity super-cycle has come to an end. Global volatility - coupled . . .

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