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Chris Hung

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  1. Milken Institute1h 5m

    Emerging Markets: New Affluence and Influence

    Francesco Guerrero, John Coombe, Thomas Flohr, Chris Hung, Sarah Service, Jay Pieloski

    Emerging markets panelists forecast a structural shift toward domestic demand and regional trade blocs, highlighting cyclical divergences among BRIC nations and rising opportunities in Africa's frontier markets. The discussion details specific investment vehicles like local currency debt and Dim Sum bonds while warning of stagflation risks, credit bubbles, and currency volatility amidst global quantitative easing. Final outlooks project a four-polar world by 2025, with optimism focused on Chinese equities and consumer sectors balanced against skepticism regarding European stability and Middle Eastern geopolitics.