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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
Senior Advisor
The Conference Board

Bart van Ark is a Senior Advisor of the Economy, Strategy and Finance (ESF) Center at The Conference Board. From 2008 until September 2020 he was Chief Economist and Head ...Full Bio

Philip Guarco

Philip Guarco
Executive Director and Chief Investment Strategist
J.P. Morgan Private Bank

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

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