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Hear how emerging markets are on the rebound in FactSet's newest podcast

Monday, September 28, 2009

Frank Nielsen of MSCI Barra returns to our podcast series to discuss which changes in emerging market risk were the greatest shock, how countries in the emerging markets are bouncing back faster than the developed world, and lends insight into which countries may be best positioned for the future.

In FactSet's most recent podcast episode, we continued the conversation with MSCI Barra's Executive Director and Head of Core Equity Research for the Americas. Frank Nielsen, who was first a guest on our webseries, shared which areas of the emerging world performed the best and the worst, how emerging markets countries are recovering, and provided a perspective on which areas are likely to be positive in coming quarters.

Frank also discussed the the disparity between recovery in the developing regions and in the emerging regions:

"When one looks at the sector performance we see very strong differences between emerging markets and developed markets in 2008. To be specific, in emerging markets in 2008 energy and industrials and financials were the worst performing sectors and they also were pretty much the strongest ones in 2009, having very strong rebounds. Whereas in developed markets, financials, as everybody knows performed terribly in 2008 and have not recovered as in emerging markets, highlighting the continued uncertainty of some of the biggest financial institutions."

You can read more on MSCI Barra's discussion of the development and evolution of the emerging markets for the past 20 years by e-mailing podcasts@factset.com to request a free research paper.

Listen to our podcast to hear more of what Frank has to say about which countries are in the best position and how small caps are providing big returns in the emerging markets. You can also listen to the podcast in iTunes or read a full transcript.

FactSet’s goal is to provide our users and the public with perspectives and insights into the topics that drive financial markets. Through our podcast series, we offer a range of interviews with experts both from inside our company and from among our clients and partners.

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