Unlocking global value

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GLOBAL INVESTOR 2.07 Content — 08 Photo: Neil Emmerson/Getty Images 2.07 Times Square, New York, USA
GLOBAL INVESTOR 2.07 Content — 09 Unlocking global value Lead article 10 Emerging market brands on the rise We believe that several emerging market companies are on the verge of becoming larger and more powerful brands Basics 19 Inflation-linked bonds as an asset class Inflation-linked bonds show a solid risk/return ratio and low correlation to other asset classes, making them a valuable alternative investment asset 22 Emerging market domestic bonds Emerging market credits are expected to fund more than 90% of their financing needs in 2007 by increasing net domestic issuance by USD 228 billion 26 Globalization driving logistics Global trade volumes have surged in the last five years and logistics companies have been the main beneficiaries of this trend 30 Invest in superior business models Taking advantage of a robust economic environment, Swiss small and mid-cap companies have generated above average shareholder returns in recent years Enrichment 33 The Northwest Passage Increasing visibility on the opening up of a “Northwest Passage” could potentially have mammoth ecological, economic and political impacts 38 Kazakh banks on the rise Between 2000 and 2006, Kazakhstan’s real GDP rose by 10% on average, makin g the country one of the fastest-growing economies worldwide Switching 43 One network for everything Full-scale digitalization of telecommunications networks and faster data rates are profoundly changing the environment in which telecom companies operate 47 Nanotech for energizing solar cells In some areas, photovoltaic technology may catch up to conventional electricity by as early as 2011, opening up enormous markets for the industry 52 A regulatory gift for banks MiFID is a regulatory initiative intended to open up competition and create a single pan-European financial services market Services 56 Thinking outside the box HOLT software is (almost) all that is needed to value almost any company: a sound and reliable valuation model and a global database of comparable data 58 60 Authors Disclaimer Imprint
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Unlocking global value

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