Many synergies exist in terms of supply and demand between the four BRIC countries as well as with other emerging market nations and beyond. In fact, we believe that six themes together, the Megatrends, are reshaping the entire global economic landscape.
Allianz RCM BRIC Stars is designed to target the BRIC investment opportunities at the heart of these themes.
Macro statistics should be treated with caution and stock markets do not necessarily reflect economic production. Nevertheless, we believe the case for BRICs is compelling as they continue to generate headlines amongst leading economists and the mainstream press.