Bloomberg Portfolio Mashup Notes: Emerging Markets & China

Hello from the Bloomberg Portfolio Manager Mashup in NYC! Below are my unedited notes from this morning’s sessions on emerging markets and China investing… Panel:Emerging Markets Old and New Peter Chiappinelli, Portfolio Strategist, Asset Allocation, Grantham, Mayo, Van Otterloo & Co. (GMO) Joseph H. Davis, Principal and Chief Economist, The Vanguard Group, Inc. Bernard R….