With the recent slowdown in a number of emerging markets economies, many are proclaiming an end to the recent era in which they were the chief engine of global economic growth. While there's no denying that emerging markets expansion is not as robust as it has been in recent years—whether a shorter-term function of cyclicality or a longer-term slowdown in economic development—we believe the long view of these markets will prove to be a positive one, particularly in health care.
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Remember emerging markets? Four short years ago, the stock markets of the developing world—like China and Brazil, India and Indonesia, Thailand and Turkey—were the place to be. In 2009 and 2010, as these economies grew much faster than the U.S., emerging-market stocks shot up by an average of 46% annually—more than double the returns on U.S. stocks. Investors stampeded in, adding $119 billion to emerging-market mutual funds and exchange-traded funds between 2010 and 2012. But growth is slowing in China and Latin America; turbulence is swirling
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Carlos Ghosn, the chief executive of Renault SA and Nissan Motor Co., remains optimistic about the long-term prospects in emerging markets, where car sales have declined amid concern those economies are slowing down.
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