Economic uncertainties in Europe are paving the way for new opportunities, especially in large emerging markets. Credit Suisse Senior Advisor Robert Parker highlights Brazil and China as being ripe for an investment rally. Both, he says, are largely bypassed by investors and supported by strong government monetary policies. But investors looking for sustained growth will have to be willing to take some risk, at least over the next few months. “An increase in risk appetite is probably the right strategy going into late July and certainly going into the third quarter,” says Parker.
