Home>BRIC Inventor O’Neill Checks Out Early From Goldman Sachs
BRIC Inventor O’Neill Checks Out Early From Goldman Sachs
Advisor One
Wed, 6 Feb 2013
O'Neill, who coined the term 'BRIC' to describe the emerging-markets juggernaut of Brazil, Russia, India and China, surprised the asset management world with his early retirement.
Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.
Though they've traditionally traded at a discount to developed markets, emergingmarkets will command a growth premium going forward, says David Semple, Van Eck's director of international investment.