Managing the Emerging Market Portfolio
Moderated by George R. Hoguet, CFA, State Street Global Advisors
Arjun Divecha is chairman of GMO’s board of directors, where he is responsible for overseeing the team managing the GMO Emerging Markets Strategy, GMO Emerging Countries Strategy, and GMO Emerging Illiquid Strategy. Previously, he was at BARRA, directing software development, marketing, and emerging markets research and development. Mr. Divecha holds a bachelor of technology in aeronautical engineering from the Indian Institute of Technology Bombay and an MBA in finance from Cornell University.
Key issues:
- Asset allocation across emerging market countries and sectors: The search for profitability
- Promising country/sector combinations: How to identify them
- Strategies to exploit the emerging market demographic shift: The sweet spot in long-term global demand growth
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