Latin America countries are particularly well positioned to take advantage of an emerging market-led economic recovery and globalization.
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Caterpillar was no stranger to those benefits, noting the rapid growth of industrial production in emerging market and projecting that global economic growth of 3.5% in 2011 will be outpaced by developing markets growth of 6.5%.
The risk profile for emerging-market corporates has improved thanks to stronger sovereign balance sheets and economic growth prospects compared with developed markets, and we believe that emerging-market corporate bonds are an increasingly attractive asset class.
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Now there is a hint of another market emerging from one of the greatest political and economic changes of the past few years, the collapse of communism.
Second, the G-20 emphasizes fostering a partnership of developed, emerging market and developing countries that share the goal of achieving sustained economic growth.
Those anxious that the rich world's economic power is ebbing might welcome a few emerging-market slip-ups.
China, India, Brazil, and other emerging market countries far outpace the U.S. and Europe in economic growth.
Higher supplies of most commodities and slowing economic growth could mean lower prices, but that emerging market demand will prevent a collapse, they said.
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Betting on emerging market demand is consistent with the company's previous statements about the global economic recovery.
Conscious, no doubt, of the economic crisis in Argentina and its potential to damage other emerging-market economies, the ministers welcomed the measures recently taken by the new government in Buenos Aires.
The markets opened on news that Australia is the first G-20 country to see its central bank raise interest rates, a vote of confidence in the global economic recovery, at least for asset-rich countries with emerging-market ties like Australia.
Although the role of any sustained global green recovery in reducing the chronic trade surpluses in Asian and other emerging market economies is more complex, a necessary step will be to rebalance the pattern of economic growth in these economies to absorb more of their savings domestically.
The problem extends beyond Brazil, with economic forecasts showing the majority of global growth in auto sales taking place in emerging-market nations as the world's auto fleet doubles to 1.5 billion by 2020.
And the PC market has been weak lately, reflecting difficult economic conditions across the globe, delayed spending in emerging markets, and a shift toward smartphones and tablets.
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BIS's work counts for least where it should matter most: in emerging-market economies such as those in Asia, where weak financial regulation turned currency turmoil into full-fledged economic crisis.
On the other hand, emerging market economies carry low levels of debt and operate like a cash business, making them the final frontier for strong economic growth.
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