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India's Third Giant Leap

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Beyond the BRICS in 2011?
Fri, 24 Dec Pre-Open

Emerging markets will continue to remain the flavor of 2011. No doubts about that. But the BRIC story being already well priced into their assets, investors may look for greener pastures. Probably for BRIC like stories available at a discount.

Developed economies will continue to remain deprived of growth. Several more rounds of liquidity infusion could temporarily give the illusion of growth. But the West will by far remain in the shadow of emerging peers when it comes to growth in investments.

India and China have elicited interest by the sheer population of young adults entering the middle class. Brazil's and Russia's natural resources have made the economies indispensible. But there are several other growth stories waiting to grab investor attention. Many have started doing the rounds of investment circles already.

The African continent in particular has several promising stories. Many of the economies have per capita GDPs matching the average of the BRICS. Mexico, Egypt, Turkey and Vietnam are also earning their place under the sun. They offer everything from cheaper manufacturing units to outsourced services. Meanwhile resources in the BRICs get dearer.

But some of the questions that arise with regard to the longevity of these growth stories are disturbing. Some of these economies are yet to free up their business environment. Yet others have to stabilize their political and social setting. Having said that richness in human and natural resources are enduring traits. With them even the most unstable economies can find a place in growth starved investor portfolios.

The BRICS currently do not have any major short term risks other than their valuations. But they must innovate and evolve their business environments. Unless they do so, the coming years might see them losing out to other emerging peers.

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