| From Knowledge@wharton: According to Ignatius Chithelen, managing partner of Banyan Tree Capital Management, an investment firm in New York City, emerging markets are not de-coupled but rather "turbo-coupled" to developed markets.
In this opinion piece, Chithelen describes what he sees on the horizon for emerging markets and for commodities prices in the wake of the global economic crisis. Among his predictions: China will likely emerge as the big winner from the current worldwide recession, and Mexico's recent hedging of its oil exports will lead to a cap on commodities prices over the short to medium term..... Full Article: Source
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