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Emerging market demographic drivers

Speech presented: IFC and Johns Hopkins Medicine International Health Conference 2013, 19/03/2013

I’d like to discuss the phenomenon of the rise of the EM, and of China in particular. But rather than recite or celebrate the stunning achievements that have happened, I’d like to ask you to consider the difficulties we have today in making linear extrapolations. I am not making a bullish or bearish case for EM, but just saying that the next several years will be very challenging for them, and that there will be winners and losers…..more