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Forget The BRICS: Invest In ‘Breakout Nations’

Monday, 16 Apr 2012 | 5:46 PM ET
Fast Money Portfolio
Fast Money Portfolio

Considering the sluggish global economic activity, are you growing discouraged with the BRIC trade?

If so, you may be looking at the wrong emerging nations!

Ruchir Sharma, the head of emerging markets for Morgan Stanley tells us that investors who only focus on BRICs are making mistake.

Sharma says investors should also think about putting money to work in something he calls ‘Breakout Nations’

A list of his favorite break out nations follows:
Indonesia
Poland
Philippines
Nigeria
Turkey
Korea
Thailand
Source: Ruchir Sharma, Morgan Stanley Head of Emerging Markets

Sharma defines ‘breakout nations’ as countries that will be able to beat expectations and grow better than their peer group in the same per capital income.

Learn more about this thesis. Watch the video now!

FM Portfolio: Time to Look Outside the BRICS?
Ruchir Sharma, Morgan Stanley head of emerging markets, says investors are putting too much stock in BRIC nations-- instead-- they should turn to "breakout nations."

Ruchir Sharma is also author of Breakout Nations: In Pursuit of the Next Economic Miracles



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