There has been a big gap in the performance of developed markets and emerging markets since the start of 2011. Earlier in the year, developed economies were the place to be while emerging markets was a strict avoid. It turned around a little, post the first quarter but it is still a bit of a toss as to what will outperform in the second half of the year.
From the sidelines of the Morgan Stanley 13th Annual India Summit, Jonathan Garner who heads emerging markets and Gerard Minack who heads developed markets at Morgan Stanley, spoke to CNBC-TV18 about their views on global markets and investor sentiment across the globe. Below is a verbatim transcript of their exclusive interview with CNBC-TV18Discover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
