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2012 was a year of major uncertainty in global markets. Looking into the new year, there are many more hurdles to overcome: a slowing China, weak competiveness along with continued debt crisis in Europe, the fiscal cliff in the United States, etc. The weak and volatile nature of global markets brings opportunities as well as risks, particularly in emerging markets. For the past several years, domestic demand in many emerging markets has helped to offset the slowdown from mature countries that began in 2008. And with more than 5 billion people in emerging economies, investment opportunities for forward-thinking companies abound.
Bart van Ark
Bart van Ark is the outgoing chief economist of The Conference Board, a global business research think tank headquartered in New York which includes 500 of the top-2000 global companies among its members. Appointed in 2008, he oversees the production of widely watched economic...Full Bio
Philip Guarco, Executive Director and Chief Investment Strategist for J.P. Morgan Private Bank, is a member of the Global Strategy team responsible for the development of investment strategy and portfolio strategy for J.P. Morgan’s global institutional client relationships. He focuses on La...Full Bio