Green Emerging Markets

Just when the worldwide media focus on a UN report stating that human behaviors causing the global temperature rise up to 5.8C degree, I attended a talk about emerging markets at Johns Hopkins University' SAIS school.

The speaker of the event, Antoine van Agtmael, founder, chairman and chief investment officer of Emerging Markets Management, L.L.C., who is known for coining the term "emerging markets," At the event, he mentioned "Green Emerging Market", which I found to be very insightful. Check out a audio recording of the event here.

His main points are:

The world is titled towards emerging markets such as India, China. Shift to China is anchor of the 21^st century economy. It will affect young people’s career, politics,etc

Factors for the emerging markets to take off:

1. out of box thinking
2. the guts to test the world’s best: Honghai in TW, with a global mindset
3. obsession on quality
4. creative solutions

China hasn’t seen a crisis quiet like the 1999 Asian Financial crisis, most countries have learned lessons from the crisis.

Does that mean China will be seeing a crisis in the near future?

The Biggest Risks facing emerging markets,

1. Environment

2. Easy Money for the local officers and business

When innovations and obsessions with quality from bottom up not top down, it has a profound effects on an enterprise.

“Green Emerging Markets”

Water treatment, etc

Emerging markets have to realize that it pays to be Environmentally responsible.