For more information contact: emailus@marcusevans.com An interview with: Jens Nordvig, the Managing Director and Global Head of Currency Strategy at Nomura Securities International, Inc., and a speaker at the marcus evans Emerging Markets Investments Summit 2013, discusses why tracking countries with sustainable growth will pay off in the end. Join the 2014 Summit along with leading regional investors in an intimate environment for a highly focused discussion on the latest investment strategies in the market. For more information contact: emailus@marcusevans.com

1. Getting the Emerging Market Investments
Country Specific Stories Straight
Trade strategies can be constructed not pursue countries with near-term
around cheap options, as implied growth, just because other investors are
volatility is extremely low in the market. looking to turn a quick profit.
Risks are minimized by simply having
trade options open. Concentrating on the gross domestic
product of markets will not ultimately
Risk can also be avoided by paying matter, because the contribution to
attention to countries that have asset returns in this way will not be
sustainable growth, rather than those substantial.
with spurts of development. Investing in
resilient growth stories will be rewarded
in the long run.
Interview with: Jens Nordvig, China has been riding the growth boom
Managing Director, Global Head of wave until now, but there is risk of a
Currency Strategy, Nomura slowdown, which will lead to
Securities International, Inc. adjustments in asset prices.
Investing
Focus should be directed onto the
robust growth picture of Mexico. Its
Paying attention to emerging markets domestic demand and competitive
whose growth is sustainable will behavior will bring about a vigorous
lead investors to countries with steady
returns, says Jens Nordvig, Managing
Director, Global Head of Currency
export performance.
Turkey, Korea and Chile also have the
in resilient
growth
Strategy, Nomura Securities potential to stay strong in a complex
International, Inc. “Focus should be global environment.
directed onto the robust growth picture
of Mexico. Its domestic demand and Which assets would you
competitive behavior will bring about a
vigorous export performance,” he adds.
recommend?
Some Asian and Latin American
stories
will be
A speaker at the upcoming marcus currencies are reasonably valued at the
evans Emerging Markets moment.
Investments Summit 2013, in Palm
Beach, Florida, January 28-29, Nordvig The European crisis has relatively
suggests a holistic assessment of macro
risks for more in-depth risk
management.
calmed down, causing the decrease in
dramatic sell-offs. Picking country-
specific success stories will accumulate
rewarded
positive returns from these currencies, if
What risk management techniques another shock does not occur in the
can you suggest when investing in next couple of quarters.
emerging markets?
The differentiation between different
It is very vital to have a holistic yield curves make fixed income very
assessment of macro risks. This must attractive. Emerging market sovereign
be a combination of country-specific and and corporate bonds will continue to
global risk analysis. Global risk factors trade at lower risk premiums.
have typically been the most common
source of volatility in recent years, so Do you have any further advice?
just concentrating on country explicit
risk issues will put investments in The most important characteristic of
jeopardy. investors is to not follow the herd. Do

2. About the Emerging Markets Investments Summit 2013
The Investment Network –
This unique forum will take place at the Ritz-Carlton, Palm Beach, Florida, January
marcus evans Summits group
28-29, 2013. Offering much more than any conference, seminar or trade show, this
delivers peer-to-peer information
exclusive meeting will bring together esteemed thought leaders and solution
on strategic matters, professional
providers to a highly focused and interactive networking event. The Summit
trends and breakthrough
includes presentations on key trends and opportunities in global currency markets
innovations.
and how China’s race to evade a looming collapse in growth will impact the global
economy.
www.emergingmarketsinvestmentssummit.com
Contact
Please note that the Summit is a
Maria Gregoriou, Journalist, marcus evans, Summits Division
closed business event and the
number of participants strictly Tel: + 357 22 849 400
limited. Email: press@marcusevanscy.com
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To view the web version of this interview, please click here: www.emergingmarketsinvestmentssummit.com/JensNordvig