Emerging-Market Risk: Learning From Brazil and Egypt

The headline said it all: “In Brazil, a Reminder of Emerging-Market Risks.”

As if we really needed another reminder, after the tragic factory collapse in Bangladesh earlier this year and with chaos erupting in Egypt and mass street demonstrations rocking Brazil.

Yes, the world is full of risks.

It’s tempting, of course, to think of emerging markets as a single bloc and lump all the countries together. But they’re all really very different.

But they’re all really very different.

China isn’t India, India isn’t Bangladesh, Bangladesh isn’t much like Brazil, and having just returned from Brazil, I can assure you Brazil is nothing like Egypt.

Read more... You can’t know what’s going to happen tomorrow everywhere your company does business.