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Based on expectations that U.S. inflation will be transitory and that the Federal Reserve will clearly communicate its plans to taper asset purchases, major global fund managers say they remain invested in risky assets.
Global economy where emerging economies are explaining a larger share of global output. and i think that's going to drive at the margin once we get over this initial concern about inflation. because the inflation concern threatens growth. >> so we have to look for growth opportunities. if you had to choose certain emerging markets, certain countries, indonesia, thailand, malaysia? >> we see the inflation threat start to pull back or start to rescind as we get through the middle of the year. and we'll start to see investors come back in and look for opportunities. remember, china has been under...
Distributed across this region. we started to see that last year into equity funds. now, of course, we're seeing some value trade where investors are coming out of some of the emerging markets and looking at markets that over the short period have underperformed. etf supporting back or monies coming out of etfs that are exposed to emerging markets some of a slight reallocation. to answer your question we're probably going to see ek question thes outperform. >> thank you very much. mark konyn here in hong kong. charles. in the united states president barack obama unveils his 2012 budget plan ...