The emerging giants
Schroder ISF BRIC (Brazil, Russia, India, China) provides an opportunity to invest in four countries that over the next 20 years are likely to experience strong growth and have a major impact on the world's economy.
Opportunities like this do not appear very often. We believe that the effect of the BRIC countries becoming the future global powerhouses could be comparable to the rise of Japan after the Second World War or the entry of the United States into the world economy in the late nineteenth century.
Over the next 10-15 years, we expect to see a considerable outperformance and re-rating of these markets compared to developed equity markets.