Martial Godet and Emerging-Markets

emerging markets: While there little consensus on which country will be the biggest loser, money managers mostly agree that energy producers will feel the heaviest effects, according to Business Week. Below are the views of seven emerging-markets investors and strategists on what to expect: Martial Godet, head of emerging-market equities and derivatives strategy at BNP Paribas in Paris: Saudi Arabia will not be a bargain, but it can be a nice diversification from emerging Asia that has become increasingly large within emerging markets. As Saudi Arabia lifts a ban on direct investments by foreigners, fund allocators are preparing to shift money out of other countries and put it to work in the Arab world largest stock market. The biggest losers will be markets associated with oil and energy: Brazil, Mexico, Russia, Indonesia, Malaysia. There might be a bit more selling in other oil countries, but then we should ask ourselves what are the pure oil plays in emerging-markets, comparable to Saudi Arabia Only Russia comes close. Maarten-Jan Bakkum, senior emerging-markets strategist at NN Investment Partners in The Hague: Investors will eventually sell a bit across the board to get to a decent weight in Saudi Arabia. (news.financializer.com). As reported in the news.