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Battle of the Emerging Markets

February 16, 2011 | Geneva, Switzerland

With the developed market nations submerged in debt crises, investors’ attention has unsurprisingly turned to
emerging markets with their favourable demographics, abundant natural and human resources and high
convexity growth as incrementally more of the population rise above the poverty line. Our experts on Brazil,
Africa, China and India will state their case for their home market, highlighting on the risks as well as the
opportunities, to be followed by a fierce debate on the merits of each. The discussion will culminate with a vote
on which market our audience has been persuaded has the most interesting risk/reward.

Participants:
Nicolas Clavel, Scipion Capital
Eric Mookherjee, Shanti Asset Management
Lan Wang Simond, Pictet Asset Management
Artur Wichmann, Alpha HG Fund and CSHG Global Macro Master Fund

Host: Pictet & Cie
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