Issue 70 / February 2021
WHATEVER HAPPENED TO BRAZIL , RUSSIA AND INDIA ?
NEW KIDS ON THE BRICs Four countries that can drive growth in emerging markets
ISSUE 70
I HAVE A DREAM … How to create the perfect investment platform
CREDITS
EXIT THE DRAGON Should you split China from your emerging markets exposure ?
TRUSTNET MAGAZINE IS PUBLISHED BY THE TEAM BEHIND TRUSTNET IN SOHO , LONDON
WEBSITE : www . trustnet . com EMAIL : editorial @ fefundinfo . com
CONTACTS :
Anthony Luzio Editor T : 0207 534 7652
Editor ’ s letter
Back in 2001 ,
Brazil , Russia ,
India and China were tipped to reshape the world economy , but while the latter has gone from strength to strength , the other three countries have faded away . In this month ’ s cover story ,
Contents
I discover why their paths diverged to such an extent and what investors can learn from the experience . Staying on this theme , Danielle Levy looks for the frontier markets that can power emerging market growth over the next 20 years and Cherry
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Javier Otero Art direction & design E : j . crowfeeder @ gmail . com
Editorial Gary Jackson Editor ( Trustnet ) T : 0207 534 7680 ] T : 0207 534 7696 Eve Maddock-Jones Reporter T : 0207 534 7676 Abraham Darwyne Reporter Rory Palmer Reporter
Sales Richard Fletcher Head of publishing sales T : 0207 534 7662 Richard Casemore Account manager T : 0207 534 7669 Constance Candler Account manager T : 0207 534 7668
Photos supplied by iStock Cover illustration : Javier Otero
Broken BRICs
As China goes from strength to strength , Anthony Luzio finds out what happened to Brazil , Russia and India
P . 4-15
Sustainable investing : Finding the innovative companies of the future
Lee Qian explains how innovative firms can help nurture economic expansion while creating a more sustainable world
P . 16-21
New kids on the BRICs
Danielle Levy finds out which frontier nations could power the emerging markets sector over the next 20 years
P . 22-29
Exit the dragon
Cherry Reynard says China ’ s