Societe Generale has released a massive new report that advises investors on the medium term future of the markets. The report goes through the effects that Federal Reserve policy will happen all over the economy and the results of a European recovery and U.S. deflation. The most interesting part of the report is possibly the section on emerging markets.
Emerging market performance in the medium term is clouded because of the complexity of Federal Reserve policy changes, but the analysts are certain that the end game of the current financial crisis will take place in the emerging markets. China, India, Brazil and Russia, as well as the smaller players, are vulnerable.
A simple story on emerging markets
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