Martial Godet, head of emerging markets equities investments, BNP Paribas Investment Partners
“Ideally, for emerging markets, equities, local debt and corporate bonds should be equally weighted”
On the 06/06/11
Emerging markets funds are in style, for clear macroeconomic reasons. The major US and UK asset management firms are not the only ones to be interested in them. BNP Paribas IM, for example, manages tens of billions of dollars in these countries. In the past eight months, as Martial Godet, CIO for emerging markets equities at the French management firm, tells Newsmanagers, teams at the management firm have a bias towards emerging Europe, Russia, and Turkey. The head explains the reasons for that, and describes projects for the short term.
Newsmanagers: We often tend to forget the countries of central and eastern Europe when we talk about emerging markets.