| 12.05.2011 Opalesque Exclusive: Emerging markets are the only growth story in town, says hedge fund Peak Partners |
Benedicte Gravrand, Opalesque Geneva. "The BRIC thesis has been hashed to death," said Nikhil Jhangiani, chief investment officer at Geneva-based fund manager Peak Partners during a presentation on investing in emerging markets yesterday. "Non-BRIC emerging markets (EMs) are the only growth story in town." In fact, his basic hypothesis is that EMs are likely to stay that way for many y |