Enterprising Investor
Practical analysis for investment professionals
01 August 2013

Take 15: The Second Wave of Developing Economies (Video)

Posted In: Economics

Economist Dambisa Moyo, author of Winner Take All: China’s Race for Resources and What It Means for the World and How the West was Lost: Fifty Years of Economic Folly — And the Stark Choices Ahead, discusses her views on the transformative role emerging markets are playing in the global economy. The resource constraints posed by the 2 billion people expected to enter the middle class in the next 10 years will reshape geopolitics, alliances and of course, macroeconomics. “I do believe that we will see significant spikes in commodity prices in the decades to come,” she said.


This episode of the Take 15 Series was originally released on 17 July 2013.


Are you viewing this post on a mobile device? Download the CFA Institute app from the App Store or Google Play to watch this and other videos.


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

About the Author(s)
Ron Rimkus, CFA

Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he led a team of research analysts, 300 regional portfolio managers, client service specialists, and marketing staff. He also served as a Senior Vice President and Lead Portfolio Manager of large-cap equity products at Mesirow Financial. Rimkus earned a BA degree in economics from Brown University and his MBA from the Anderson School of Management at UCLA. Topical Expertise: Alternative Investments · Economics

Leave a Reply

Your email address will not be published. Required fields are marked *