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

Print